Jens
Albiez
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Jens Albiez is a financial advisor operating out of Scottsdale, Arizona who has 5 years of industry experience. Albiez is an advisor for United Planners' Financial Services Of America A Limited Partner. Throughout their career, Albiez has worked at Sternberg Interiors, Inc, Waddell & Reed Inc, Various Insurance Carriers For W & R Insurance Agencies, Gecko'S C/O Referrals To Riches Chapter Of Bni, Employee Retirement Accont Committee, Jens M Albiez, Cfda, Sarasota Herald Tribune Toastmasters Club, Florida Divorce Financial Analysts LLC, Frank Alcock For Florida Senate, Sarasota Lunchtime Toastmasters, United Planners Financial Services Of America and Ringling College Lifelong Learning Academy. Albiez has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida. United Planners' Financial Services Of America A Limited Partner is a registered investment company that has its headquarters in Scottsdale, AZ. It has offices in 209 locations and a total of 567 people on staff. It has $6 billion in assets between its 50,361 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 83 charitable organizations. Of its 50,361 client accounts, just 10% belong to high-net-worth individuals who have at least $1 million in assets available to invest. United Planners' Financial Services Of America A Limited Partner has a diverse set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fees usually are based on the type of services offered. Fees charged by United Planners' Financial Services Of America A Limited Partner can include 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
Jens Albiez Work History
Jens has been registered as a financial advisor for 5 years.*
United Planners Financial Services Of America
Sarasota Lunchtime Toastmasters
Various Insurance Carriers For W & R Insurance Agencies
Ringling College Lifelong Learning Academy
Frank Alcock For Florida Senate
Jens M Albiez, Cfda
Sarasota Herald Tribune Toastmasters Club
Florida Divorce Financial Analysts LLC
Gecko'S C/O Referrals To Riches Chapter Of Bni
Waddell & Reed Inc
Employee Retirement Accont Committee
Sternberg Interiors, Inc
*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 Jens Albiez 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
Sumner, IA
Scottsdale, AZ
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Minnetonka, MN
Matthews, NC
Scottsdale, AZ
Cypress, CA
Salisbury, 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.