Michael
Brahmer
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Michael Brahmer is a certified financial planner operating in Scottsdale, Arizona who has 4 years of relevant experience. Brahmer works at United Planners' Financial Services Of America A Limited Partner. Over the course of their career, Brahmer has held roles at Bernicke & Associates, LTD, Bernicke Wealth Management, LTD, Triad Advisors, Inc, Triad Advisors, LLC, United Planners' Financial Services Of America A Limited Partner, Decades Financial, LLC, Michael Brahmer - Referror Of Gusto Hr Services and Michael Brahmer. Brahmer has a Series 63 license, qualifying them as a securities broker, and is able to work in Wisconsin. United Planners' Financial Services Of America A Limited Partner is a business operating out of Scottsdale, AZ. It has offices in 209 locations and a total of 567 advisors. It controls $6 billion in assets between its 50,361 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm advises 83 charitable organizations. Of its 50,361 client accounts, just 10% belong to high-net-worth individuals who have more than $1 million in investable assets. United Planners' Financial Services Of America A Limited Partner provides 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 management are based on the type of services offered. However, fee types billed by United Planners' Financial Services Of America A Limited Partner likely consist of some combination 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
Michael Brahmer Work History
Michael has been registered as a financial advisor for 4 years.*
Michael Brahmer - Referror Of Gusto Hr Services
United Planners' Financial Services Of America A Limited Partner
Decades Financial, LLC
Michael Brahmer
Triad Advisors, LLC
Bernicke Wealth Management, LTD
Triad Advisors, Inc
Triad Advisors, Inc
Bernicke & Associates, LTD
*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 Michael Brahmer 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
Cypress, CA
Scottsdale, AZ
Matthews, NC
Salisbury, NC
Scottsdale, AZ
Minnetonka, MN
Ferndale, WA
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.
