Herman
Nainkin
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Herman Nainkin is a financial advisor who works out of Scottsdale, Arizona who has 17 years of relevant experience. Nainkin is on the advisory team at United Planners' Financial Services Of America A Limited Partner. Nainkin has gained experience at United Planners Financial Services, Producer Insight, Fortress Financial Services LLC, Jake Jordan and Herman Nainkin. Nainkin maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. United Planners' Financial Services Of America A Limited Partner is an advisory business that has its headquarters in Scottsdale, AZ. The company has offices in 209 locations and a total of 567 people on staff. It manages $6 billion in assets among its 50,361 customer accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 83 charities and foundations. Of its 50,361 accounts, just 10% are associated with high-net-worth individuals who have at least $1 million in investable assets. United Planners' Financial Services Of America A Limited Partner offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services typically are based on which service is provided. However, fee types billed by United Planners' Financial Services Of America A Limited Partner likely consist 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$6,085,656,351
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
567
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
50,361
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Herman Nainkin Work History
Herman has been registered as a financial advisor for 17 years.*
Jake Jordan
United Planners Financial Services
Fortress Financial Services LLC
Fortress Financial Services LLC
Herman Nainkin
Herman Nainkin
Producer Insight
*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 Herman Nainkin 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
Scottsdale, AZ
Scottsdale, AZ
Salisbury, NC
Cypress, CA
Matthews, NC
Scottsdale, AZ
Scottsdale, AZ
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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