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
Wooster, OH 44691
Credentials
Series 63, Series 66
Industry experience
17 years
Ross Cochrell is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 66 licenses. He has 17 years of industry experience and has held roles at several firms, including Securities America and SSN Advisory. Outside of advising, he owns and operates Stockman's Supply, LLC, an equipment sales business, and 1840 Angus Farm, LLC, an agricultural enterprise. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors. The firm uses an open-architecture platform with multiple custodians and emphasizes a largely non-discretionary asset mix.
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Financial Planning/Consulting Fees may be fixed (flat) fees; negotiated individually.
$0+: Advisory Fee negotiated individually, up to 3.0% annually maximum $0+: Pershing Program Fee (tiered): ranges 0.19% to 0.05% depending on size; minimum $125/year billed quarterly $0+: TPC Admin Fee: $8 per account per month $0+: Pershing UPlan Program Fee (tiered): 0.19% to 0.05% with $125 annual minimum $0+: Pershing UPlan II Program Fee (tiered): 0.12% to 0.05% with $125 annual minimum $0+: Pershing DIY Program Fee (tiered): 0.19% to 0.05% with $125 annual minimum
Commission-based products available through BD capacity; commissions vary by product.
Financial Planning/Consulting Fees may be hourly; negotiated individually.
Account minimum: $10,000 for some account types; $25,000 for others; $100,000 for others; varies by account type and custodian; exceptions may be granted case-by-case Fee-only: Financial Planning/Consulting Fees can be fixed or hourly; negotiated individually; can be one-time or ongoing; initial deposit up to half of fee may be requested.
1725 Cleveland Road
Wooster, OH 44691
Ohio
Cochrell Financial, Inc.
2025 - Present (1 year)
Stockman's Supply, LLC
2022 - Present (4 years)
United Planners Financial Services
2022 - Present (4 years)
Securities America, Inc.
2020 - 2022 (2 years)
Securities America Advisors, Inc.
2020 - 2022 (2 years)
1840 Angus Farm, LLC
2020 - Present (6 years)
Laurel Oaks, LLC
2014 - Present (12 years)
SSN Advisory, Inc
2013 - 2020 (7 years)
Securities Service Network
2013 - 2020 (7 years)
Cochrell Holdings, LLC
2013 - Present (13 years)
Ross Cochrell
2008 - Present (18 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.
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