Philip
Bervig
United Planners' Financial Services Of America A Limited Partner
Answer a few questions and
get matched with an advisor.
About this Advisor
Philip Bervig is a financial advisor operating in Columbus, Ohio with a total of 1 year of relevant experience. Bervig is an advisor for United Planners' Financial Services Of America A Limited Partner. Over the course of their career, they have held roles at Interwealth Management Advisors, LLC, United Planners' Financial Services, Conscient Capital, LLC, East Harbour Capital, Rich Goldman Asset Mgmt, Tcp Asset Management and Philip Bervig. Bervig holds Series 65 and Series 63 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in California. United Planners' Financial Services Of America A Limited Partner is a registered investment company operating out of Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 people on staff. It oversees $6 billion in total assets across its 50,361 client accounts, placing it among the largest firms in the country by assets under management. The firm advises 83 charities and foundations. Of its 50,361 accounts, just 10% are held by high-net-worth clients who have at least $1 million in assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually are based on the financial services provided. However, fee types charged by United Planners' Financial Services Of America A Limited Partner most likely include 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
Philip Bervig Work History
Philip has been registered as a financial advisor for 1 years.*
Tcp Asset Management
Philip Bervig
Tcp Asset Management
United Planners' Financial Services
East Harbour Capital
East Harbour Capital
East Harbour Capital
Interwealth Management Advisors, LLC
Conscient Capital, LLC
Rich Goldman Asset Mgmt
*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 Philip Bervig 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
Ferndale, WA
Scottsdale, AZ
Scottsdale, AZ
Salisbury, NC
Cypress, CA
Matthews, NC
Scottsdale, AZ
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.
