Timothy
Troutman
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Timothy Troutman is a financial advisor based in Scottsdale, Arizona who has 11 years of industry experience. Troutman is currently employed by United Planners' Financial Services Of America A Limited Partner. Over the course of their career, Troutman has held roles at Edible Arrangements, Parkside Holdings, LLC, United Planners' Financial Services, Troutman And Associates Inc, Troutman & Associates, Inc, David L Troutman Trust, Troutman Semler LLC and Cfm Insurance. Troutman has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Illinois. United Planners' Financial Services Of America A Limited Partner is a financial advisory company that has its headquarters in Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 advisors. It manages $6 billion in total assets among its 50,361 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 83 charities and foundations. Of its 50,361 client accounts, just 10% are held by high-net-worth individuals who have more than $1 million in investable assets. The business has a diverse range 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 vary depending on which services the firm provides the client. However, fees charged by United Planners' Financial Services Of America A Limited Partner may include any 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
Timothy Troutman Work History
Timothy has been registered as a financial advisor for 11 years.*
Troutman & Associates, Inc
Troutman Semler LLC
David L Troutman Trust
United Planners' Financial Services
Parkside Holdings, LLC
Troutman And Associates Inc
Cfm Insurance
Edible Arrangements
Troutman & Associates, 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 Timothy Troutman 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
Ferndale, WA
Scottsdale, AZ
Salisbury, NC
Matthews, NC
Scottsdale, AZ
Cypress, CA
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.
