Michael
Kneip
United Planners' Financial Services Of America A Limited Partner
Answer a few questions and
get matched with an advisor.
About this Advisor
Michael Kneip is a financial advisor based out of Scottsdale, Arizona who has 2 years of relevant experience. Kneip is currently employed by United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at Wells Fargo Bank, Wells Fargo Advisors LLC, Allstate Insurance Co, United Planners Financial Services, Allstate Insurance Company and Allstate Distributors LLC. Kneip holds Series 63 and Series 66 licenses, which qualify them as a securities representative, and is registered to operate in Arizona. United Planners' Financial Services Of America A Limited Partner is an advisory company that has its headquarters in Scottsdale, AZ. It has offices in 209 locations and a total of 567 people on staff. It manages $6 billion in total assets between its 50,361 customer accounts, placing it among the largest firms in the country by assets under management. The firm serves 83 charities and foundations. Of its 50,361 accounts, just 10% are associated with high-net-worth clients who have more than $1 million in assets. United Planners' Financial Services Of America A Limited Partner has a broad assortment of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely are based on which services the firm provides the client. Fees billed by United Planners' Financial Services Of America A Limited Partner most likely are comprised of some blend of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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 Kneip Work History
Michael has been registered as a financial advisor for 2 years.*
United Planners Financial Services
Allstate Insurance Company
Allstate Distributors LLC
Allstate Insurance Co
Wells Fargo Advisors LLC
Wells Fargo Bank
*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 Kneip 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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
