Ann
Zlamal

United Planners' Financial Services Of America A Limited Partner

CRD#2918400
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Ann Zlamal is a financial advisor operating out of Scottsdale, Arizona with a total of 1 year of industry experience. Zlamal is currently employed by United Planners' Financial Services Of America A Limited Partner. Throughout their career, Zlamal has worked 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, Sji Financial, United Planners Financial Services, Grand Canyon University, Ann'S Designs For Dignity, Paradise Valley Community College, Voya Financial Advisors, Inc, Cetera Advisors LLC, Cetera Financial Specialists LLC, First Allied Securities, Inc, Cetera Investment Services LLC, Lpl Financial and Scottsdale Saddle Club. Zlamal holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to serve investors in Arizona. United Planners' Financial Services Of America A Limited Partner is a financial advisory company headquartered in Scottsdale, AZ. The company has offices in 209 locations and a total of 567 people on staff. It manages $6 billion in total assets across its 50,361 customer accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm serves 83 charities and foundations. Of its 50,361 customer accounts, just 10% belong to high-net-worth clients who have greater than $1 million in assets. The business performs a broad set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually are based on which service is offered. Fees billed by United Planners' Financial Services Of America A Limited Partner most likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7333 E. Doubletree Ranch Road #120
Scottsdale, AZ 85258-2023

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United Planners' Financial Services Of America A Limited Partner Brokerage Details

Total Assets Under Management

$6,085,656,351

AZ Average: $1,555,372,352
Total Number of Employees

567

AZ Average: 37
Total Number of Accounts

50,361

AZ Average: 1,370
Average Account Size

$120,841

AZ Average: $1,135,308

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

Ann has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

United Planners Financial Services

2021 - Present (3 years)

Scottsdale Saddle Club

2020 - Present (4 years)

Grand Canyon University

2019 - Present (5 years)

Ann'S Designs For Dignity

2022 - 2022 (< 1 year)

Sji Financial

2022 - 2022 (< 1 year)

Lpl Financial

2021 - 2021 (< 1 year)

Cetera Advisor Networks LLC

2021 - 2021 (< 1 year)

Cetera Advisors LLC

2021 - 2021 (< 1 year)

Cetera Financial Specialists LLC

2021 - 2021 (< 1 year)

First Allied Securities, Inc

2021 - 2021 (< 1 year)

Cetera Investment Services LLC

2020 - 2021 (1 year)

Voya Financial Advisors, Inc

2017 - 2020 (3 years)

Pruco Securities, LLC

2017 - 2020 (3 years)

The Prudential Insurance Company Of America

2016 - 2017 (1 year)

Paradise Valley Community College

2016 - 2019 (3 years)

Ann'S Designs For Dignity

2013 - 2020 (7 years)

Alpha Delta Kappa

2012 - 2017 (5 years)

Waddell & Reed, Inc

2012 - 2017 (5 years)

Various Insurance Carriers For W&R Insurance Agencies

2007 - 2014 (7 years)

Condo Rental

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

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.

Financial Advisors at United Planners' Financial Services Of America A Limited Partner

Thomas Owings
Scottsdale, AZ
Daniel Sullivan
Matthews, NC
Fabiola Hill
Cypress, CA
Brandon Rogers
Salisbury, NC
Stephanie Duhrkopf
Sumner, IA
Randolph Moore
Scottsdale, AZ
Heidi Ludeman
Ferndale, WA
Derek Strong
Minnetonka, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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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.

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