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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

4925 Stone Falls Center, Suite A, O'Fallon, IL, 62269

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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.

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Other Business ActivitiesSells Insurance

Robert is a minority partner in SourceNow LLC (IT broker/consulting) and an investor in SourceNow LLC (cyber security). He is also an investment advisor with RDA Financial Network and an insurance agent with The Roth Companies, Inc, selling non-variable insurance.

Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner Broker
January 2020 - Present · 6 yrs
Rda Financial Network
August 2019 - Present · 6 yrs 5 mos
Previous Registrations
Visionary Wealth Advisors, LLC
April 2016 - August 2019 · 3 yrs 4 mos
LPL Financial LLC
November 2012 - May 2016 · 3 yrs 6 mos
LPL Financial LLC Broker
October 2012 - May 2016 · 3 yrs 7 mos
State Registrations8 states
COCTFLGAILINMOTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.