John
Nilmeier
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
John Nilmeier is a certified financial planner working out of Fresno, California with a total of 5 years of relevant experience. Nilmeier is on the advisory team at United Planners' Financial Services Of America A Limited Partner. Throughout their career, Nilmeier has worked at Nilmeier Insurance Services Inc, Rice Brown Financial Services, United Planners Financial Services, The Professional Connection, Naifa Ca and John Nilmeier (Residential Rental). Nilmeier holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in California and Texas. United Planners' Financial Services Of America A Limited Partner is an advisory business operating out of Scottsdale, AZ. It has offices in 209 locations and a total of 567 advisors. It oversees $6 billion in assets between its 50,361 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 83 charitable organizations. Of its 50,361 accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. United Planners' Financial Services Of America A Limited Partner provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically are based on which service is provided. However, fee types billed by United Planners' Financial Services Of America A Limited Partner most likely consist of some 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
John Nilmeier Work History
John has been registered as a financial advisor for 5 years.*
John Nilmeier (Residential Rental)
Naifa Ca
United Planners Financial Services
Rice Brown Financial Services
Nilmeier Insurance Services Inc
The Professional Connection
*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 John Nilmeier 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
Scottsdale, AZ
Scottsdale, AZ
Cypress, CA
Salisbury, NC
Minnetonka, MN
Scottsdale, AZ
Cypress, CA
Matthews, 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.
