Ann
Zlamal
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Ann Zlamal is a financial advisor based in Scottsdale, Arizona, working with United Planners' Financial Services Of America A Limited Partner. Ann has previously held positions at Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, Alpha Delta Kappa, Condo Rental, Pruco Securities, LLC, The Prudential Insurance Company Of America, Cetera Advisor Networks LLC, Cetera Financial Specialists LLC, First Allied Securities, Inc, Sji Financial, United Planners Financial Services, Scottsdale Saddle Club, Grand Canyon University, Ann's Designs For Dignity, Dripping Dog, Paradise Valley Community College, Voya Financial Advisors, Inc, Cetera Advisors LLC, Cetera Investment Services LLC, and Lpl Financial. Ann has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Arizona. Currently, Ann is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Scottsdale, Arizona. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Ann Zlamal Work History
Dripping Dog
United Planners Financial Services
Scottsdale Saddle Club
Grand Canyon University
Ann'S Designs For Dignity
Sji Financial
Lpl Financial
Cetera Advisor Networks LLC
Cetera Financial Specialists LLC
First Allied Securities, Inc
Cetera Advisors LLC
Cetera Investment Services LLC
Voya Financial Advisors, Inc
Pruco Securities, LLC
The Prudential Insurance Company Of America
Paradise Valley Community College
Ann'S Designs For Dignity
Alpha Delta Kappa
Waddell & Reed, Inc
Various Insurance Carriers For W&R Insurance Agencies
Condo Rental
Disclosures
Please visit the SEC profile of Ann Zlamal to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
