Wayne
Brantley

United Planners' Financial Services Of America A Limited Partner

CRD#5369033
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Wayne Brantley is a chartered financial consultant who works in Scottsdale, Arizona, who has 8 years of industry experience. Brantley is an employee of United Planners' Financial Services Of America A Limited Partner. Throughout their career, Brantley has worked at Sunset Finanical Services, Securities America, Inc, United Planners' Financial Services, Clark Financial Group and Wayne C. Brantley Independent Insurance. Brantley maintains a Series 63 license, which qualifies them as a securities broker, and is approved to advise clients in Ohio. United Planners' Financial Services Of America A Limited Partner is an advisory business 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 assets between its 50,361 customer accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm advises 83 charities and foundations. Of its 50,361 accounts, just 10% are associated with high-net-worth individuals 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, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services largely are based on which service is offered. However, fee types charged by United Planners' Financial Services Of America A Limited Partner likely include some blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7333 E. Doubletree Ranch Road #120
Scottsdale, AZ 85258-2023

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United Planners' Financial Services Of America A Limited Partner Brokerage Details

Total Assets Under Management

$6,085,656,351

AZ Average: $1,555,372,352
Total Number of Employees

567

AZ Average: 37
Total Number of Accounts

50,361

AZ Average: 1,370
Average Account Size

$120,841

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Wayne Brantley Work History

Wayne has been registered as a financial advisor for 8 years.*

2015 - Present (9 years)

United Planners' Financial Services

2015 - Present (9 years)

Clark Financial Group

2008 - Present (16 years)

Wayne C. Brantley Independent Insurance

2014 - 2015 (1 year)

Securities America, Inc

2008 - 2014 (6 years)

Sunset Finanical Services

*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 Wayne Brantley 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

Stephanie Duhrkopf
Sumner, IA
Daniel Sullivan
Matthews, NC
Derek Strong
Minnetonka, MN
Brandon Rogers
Salisbury, NC
Mark Giraud
Cypress, CA
Heidi Ludeman
Ferndale, WA
Philipp Ballmaier
Scottsdale, AZ
Brittney Deese
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.

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