Jonathan
Ludeman

United Planners' Financial Services Of America A Limited Partner

CRD#4907552
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Jonathan Ludeman is a financial advisor based in Scottsdale, Arizona, working with United Planners' Financial Services Of America A Limited Partner. Jonathan has previously held positions at Ludeman Capital Management, Inc, Centaurus Financial, Inc, Jonathan Ludeman, and United Planners Financial Services. Jonathan has passed the Series 66 regulatory exam and is registered to provide services in Washington. Currently, Jonathan is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Scottsdale, Arizona. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

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

$9,326,336,708

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

570

AZ Average: 37
Total Number of Accounts

43,221

AZ Average: 1,370
Average Account Size

$215,783

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

Jonathan Ludeman Work History

2022 - Present (2 years)

United Planners Financial Services

2009 - Present (15 years)

Jonathan Ludeman

2012 - 2022 (10 years)

Centaurus Financial, Inc

2005 - 2022 (17 years)

Ludeman Capital Management, Inc

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Disclosures

Please visit the SEC profile of Jonathan Ludeman 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

Christopher Kelly
Scottsdale, AZ
Sean Sweeney
Plano, TX
Jarrod Nunn
Scottsdale, AZ
Charles Harrison
Roseville, CA
Devin Wendel
Scottsdale, AZ
Derek Strong
Minnetonka, MN
Chris Roberts
Oviedo, FL
Kenneth Brundage
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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