Jennifer
Berberich

United Planners' Financial Services Of America A Limited Partner

CRD#4654670
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Jennifer Berberich is a financial advisor based out of Scottsdale, Arizona with 8 years of relevant experience. Berberich is currently employed by United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at O'Malley Cpas Pc, Cue, United Planners' Financial Services and O'Malley & Berberich Cpas Pc. Berberich holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Arizona. United Planners' Financial Services Of America A Limited Partner is a business operating out of Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 advisors. It oversees $6 billion in assets under management among its 50,361 client accounts, making it one of the largest firms in the nation by assets under management. The firm serves 83 charitable organizations. Of its 50,361 client accounts, just 10% are associated with high-net-worth investors who have at least $1 million in assets available to invest. United Planners' Financial Services Of America A Limited Partner provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules usually vary depending on which services are offered. Fee types billed by United Planners' Financial Services Of America A Limited Partner can consist of any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 65, Series 63

Years Registered*

8 years

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

8535 E Hartford Dr #108
Scottsdale, AZ 85255

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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

Jennifer Berberich Work History

Jennifer has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

United Planners' Financial Services

2015 - Present (9 years)

O'Malley & Berberich Cpas Pc

2003 - Present (21 years)

O'Malley & Berberich Cpas Pc

2003 - Present (21 years)

O'Malley & Berberich Cpas Pc

2005 - 2015 (10 years)

Cue

2001 - 2015 (14 years)

O'Malley Cpas Pc

*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 Jennifer Berberich 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
Carlee Reed
Scottsdale, AZ
Fabiola Hill
Cypress, CA
Brandon Rogers
Salisbury, NC
Brittney Deese
Scottsdale, AZ
Stephanie Duhrkopf
Sumner, IA
Heidi Ludeman
Ferndale, WA
Daniel Sullivan
Matthews, NC

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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