Zhannetta
Thompson
United Planners' Financial Services Of America A Limited Partner
Answer a few questions and
get matched with an advisor.
About this Advisor
Zhannetta Thompson is a financial advisor who works in Scottsdale, Arizona, with 4 years of relevant experience. Thompson is an advisor for United Planners' Financial Services Of America A Limited Partner. During their career, Thompson has held roles at Sunset Financial Services, The Master'S Financial Group, Inc, Securities America, Inc, United Planners Financial Services, University Of Northern Colorado, Zhannetta Thompson Independent Insurance, Masters Financial Group Inc, Masters At Lake Plaza LLC Dba Millennium Financial, Secret Shopper, Business Welcomes, Sublease Arrangement (Jen), Zhannetta Zaya Thompson, Sublease Arrangement (Brandi Ellis) and Sublease Arrangement (Abigail Dix). Thompson maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Colorado. United Planners' Financial Services Of America A Limited Partner is a financial advisory firm operating out of Scottsdale, AZ. The company has offices in 209 locations and a total of 567 financial advisors. It manages $6 billion in total assets among its 50,361 accounts, placing it among the biggest firms in the United States by assets under management. The firm serves 83 charitable organizations. Of its 50,361 customer accounts, just 10% are associated with high-net-worth investors who have more than $1 million in assets. United Planners' Financial Services Of America A Limited Partner 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. Financial management fee schedules usually vary depending on which services are provided. Fee types billed by United Planners' Financial Services Of America A Limited Partner likely consist 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
Zhannetta Thompson Work History
Zhannetta has been registered as a financial advisor for 4 years.*
United Planners Financial Services
Secret Shopper
Masters At Lake Plaza LLC Dba Millennium Financial
Secret Shopper
Zhannetta Thompson Independent Insurance
Zhannetta Zaya Thompson
Sublease Arrangement (Abigail Dix)
Sublease Arrangement (Jen)
Sublease Arrangement (Brandi Ellis)
Business Welcomes
Masters At Lake Plaza LLC Dba Millennium Financial
Masters Financial Group Inc
Sunset Financial Services
Securities America, Inc
The Master'S Financial Group, Inc
University Of Northern Colorado
*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 Zhannetta Thompson 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
Sumner, IA
Cypress, CA
Salisbury, NC
Scottsdale, AZ
Scottsdale, AZ
Matthews, NC
Ferndale, WA
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.