Chad A Walker

United Planners' Financial Services of America a Limited Partner

23 Years of Experience

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Firm Information

United Planners' Financial Services of America a Limited Partner

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Number of Advisors

531 advisors

Number of Clients

26,942 clients

Average Client Portfolio

$395K average

Assets Under Management

$10.6B

Fee Structure

This firm offers financial planning and portfolio management services. The fees for these services are not listed in this section of the brochure. Contact the firm directly for more information.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningInsurance Planning

Advisor Information

Office location

3200 N. Central Ave, Suite #200, Phoenix, AZ, 85012

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business Activities

Chad works as a compliance analyst for PFG Advisors, an independent RIA, since 2018. This investment-related activity takes about half of his time and involves compliance and supervision of IARs.