Advisor at UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
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Firm
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Location
Fairbank, IA 50629
Credentials
Series 63, Series 66
Industry experience
25 years
Financial planning and consulting fees may be charged as fixed fees, negotiated individually.
Commission-based products available through IARs acting as Registered Representatives; commissions vary and may offset financial planning fees.
Financial planning and consulting fees may be charged on an hourly basis or fixed fee, negotiated individually.
Fee-only: Financial Planning/Consulting Fees negotiated individually; Advisory Fees negotiated individually up to a maximum of 3.0% annually; no predetermined or structured fee schedules at the firm level.
Sumner Rotary Organization
2014 - 2018 (4 years)
United Planners' Financial Services
2013 - Present (13 years)
Insurance Center
2011 - Present (15 years)
Investment Center
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63, Series 66
Independence, IA
Edward Jones
Series 66
Oelwein, IA
Edward Jones
Series 66
Independence, IA
Edward Jones
Series 63, Series 66
Oelwein, IA
Edward Jones
CFP®, Series 66
Jesup, IA
Innovative Wealth Management, LLC
Series 65
Jesup, IA
Innovative Wealth Management, LLC
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