Amy Sue Grunden

United Planners' Financial Services of America a Limited Partner

22 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

7465 Sr 366, Ste A, Huntsville, OH, 43324

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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 ActivitiesSells Insurance

Amy is an agent selling non-variable insurance since 2003. She is also an associate with Clark Financial Group, a DBA name for marketing purposes only, since 2016.