John
Roessig
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
John Roessig is a financial advisor based in Greeley, Colorado, working with United Planners' Financial Services Of America A Limited Partner. John has previously held positions at The Masters Agency Inc, Sunset Financial Services, Inc, Securities America, Inc, Securities America Advisors, Inc, United Planners Financial Services, The Master's Financial Group Inc, Cjr St. Michaels, LLC, Moneymen Of St. Michaels, LLC, Masters At Lake Plaza LLC, Masters At Lake Plaza LLC Millennium Financial, John Robert Roessig, and Knights Of Columbus. John has passed the Series 63 regulatory exam and is registered to provide services in Colorado. Currently, John is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Greeley, Colorado. The firm has 209 offices and 570 employees. The firm manages assets totaling $9.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at United Planners' Financial Services Of America A Limited Partner includes asset-based, hourly, fixed, and commission-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$9,326,336,708
570
43,221
$215,783
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
John Roessig Work History
United Planners Financial Services
Masters At Lake Plaza LLC
Masters At Lake Plaza LLC Millennium Financial
Knights Of Columbus
John Robert Roessig
The Master'S Financial Group Inc
Securities America, Inc
Securities America Advisors, Inc
Cjr St. Michaels, LLC
Moneymen Of St. Michaels, LLC
Sunset Financial Services, Inc
The Masters Agency Inc
Disclosures
Please visit the SEC profile of John Roessig to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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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.
