Guenter
Wesch
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Guenter Wesch is a financial advisor working out of Scottsdale, Arizona with a total of 2 years of industry experience. Wesch is an employee of United Planners' Financial Services Of America A Limited Partner. Over the course of their career, Wesch has held roles at Berthel Fisher & Company Financial Services, Inc, Lehigh University Alumni Association Board, Chestnut Hill Academy Alumni Board, Wesch Investments, Wesch Financial, LLC, United Planners' Financial Services Of America A Limited Partner, Guenter Wesch, Wesch Financial LLC, Rck Wealth Management LLC and Bfc Planning, Inc. Wesch has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Pennsylvania. United Planners' Financial Services Of America A Limited Partner is an advisory firm headquartered in Scottsdale, AZ. It has offices in 209 locations and a total of 567 people on staff. It administers $6 billion in assets under management among its 50,361 customer accounts, making it one of the biggest financial advisory firms in the United States by assets under management. The firm serves 83 charitable organizations. Of its 50,361 accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets. United Planners' Financial Services Of America A Limited Partner provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules typically vary depending on the financial services. However, fees charged by United Planners' Financial Services Of America A Limited Partner can consist of some combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$6,085,656,351
567
50,361
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Guenter Wesch Work History
Guenter has been registered as a financial advisor for 2 years.*
United Planners' Financial Services Of America A Limited Partner
Rck Wealth Management LLC
Wesch Financial LLC
Wesch Financial, LLC
Guenter Wesch
Bfc Planning, Inc
Wesch Investments
Berthel Fisher & Company Financial Services, Inc
Lehigh University Alumni Association Board
Chestnut Hill Academy Alumni Board
*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 Guenter Wesch 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
Minnetonka, MN
Matthews, NC
Scottsdale, AZ
Salisbury, NC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Sumner, IA
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.
