Michael
O'Malley
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Michael O'Malley is a financial advisor operating in Scottsdale, Arizona with 8 years of relevant experience. O'Malley is an advisor for United Planners' Financial Services Of America A Limited Partner. Over the course of their career, O'Malley has held roles at O'Malley & Berberich Cpas Pc, Cue Financial Group, Inc, Foothill Securities, Inc and United Planners' Financial Services. O'Malley holds Series 65 and Series 66 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to operate in Arizona. United Planners' Financial Services Of America A Limited Partner is a firm operating out of Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 people on staff. It administers $6 billion in total assets among its 50,361 customer accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 83 charitable organizations. Of its 50,361 client accounts, just 10% belong to high-net-worth clients who have greater than $1 million in assets available to invest. United Planners' Financial Services Of America A Limited Partner has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services typically are based on which services are provided. Fee types billed by United Planners' Financial Services Of America A Limited Partner most likely are comprised 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 O'Malley Work History
Michael has been registered as a financial advisor for 8 years.*
United Planners' Financial Services
O'Malley & Berberich Cpas Pc
Foothill Securities, Inc
Cue Financial Group, Inc
*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 O'Malley 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
Scottsdale, AZ
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Cypress, CA
Scottsdale, AZ
Sumner, IA
Salisbury, NC
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.
