Kevin
Baird
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Kevin Baird is a financial advisor operating in Scottsdale, Arizona with a total of 12 years of industry experience. Baird currently works for United Planners' Financial Services Of America A Limited Partner. Baird has gained experience at United Planners' Financial Services, Baird Wealth Stratigies Group, Kevin Baird, Baird Wealth Strategy Group LLC, Baird Wealth Strategy Group, Rental Home and Vacation Rental Home. Baird holds a Series 63 license, which qualifies them as a securities representative, and can advise clients in California. United Planners' Financial Services Of America A Limited Partner is a financial advisory firm operating out of Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 employees. It handles $6 billion in assets among its 50,361 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm advises 83 charities and foundations. Of its 50,361 client accounts, just 10% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. United Planners' Financial Services Of America A Limited Partner offers a broad array 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 usually are based on which services the firm provides the client. However, fee types billed by United Planners' Financial Services Of America A Limited Partner can consist of some blend 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
Kevin Baird Work History
Kevin has been registered as a financial advisor for 12 years.*
Vacation Rental Home
Rental Home
United Planners' Financial Services
Kevin Baird
Baird Wealth Strategy Group LLC
Baird Wealth Strategy Group
Baird Wealth Stratigies Group
*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 Kevin Baird 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
Sumner, IA
Scottsdale, AZ
Salisbury, NC
Matthews, NC
Scottsdale, AZ
Scottsdale, AZ
Cypress, CA
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.