Michael
Brahmer
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Michael Brahmer is a financial advisor based in Scottsdale, Arizona, working with United Planners' Financial Services Of America A Limited Partner. Michael has previously held positions 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 G Brahmer. Michael has passed the Series 63 regulatory exam and is registered to provide services in Wisconsin. Currently, Michael 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
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
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 Brahmer - Referror Of Gusto Hr Services
United Planners' Financial Services Of America A Limited Partner
Decades Financial, LLC
Michael G Brahmer
Triad Advisors, LLC
Bernicke Wealth Management, LTD
Triad Advisors, Inc
Triad Advisors, Inc
Bernicke & Associates, LTD
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.
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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.
