Bryan
Caulkins
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Bryan Caulkins is a financial advisor based in Winter Garden, Florida, working with United Planners' Financial Services Of America A Limited Partner. Bryan has previously held positions at Principal Life Insurance Company, Principal Securities Inc, Vlerick Business School, Entrepeneur, Universidad Adolfo Ibanez, I- Advise Corpororate Communications, Proxy Wealth Advisors LLC, Proxy Financial Corp, Dalmore Group LLC, United Planners Financial Services Of America A Limited Partner, Bryan Caulkins, Proxy Strategic Partners LLC, Proxy Freedom LLC, United Planners' Financial Services Of America A Limited Partner, Proxy International LLC, Vitucci @ Associates, Proxy Capital Partners, and Proxy Freedom. Bryan has passed the Series 65 and Series 63 regulatory exams and is registered to provide services in California, Florida, and Texas. Currently, Bryan is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Winter Garden, Florida. 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
Bryan Caulkins Work History
Proxy Freedom
Proxy Financial Corp
United Planners Financial Services Of America A Limited Partner
Proxy Strategic Partners LLC
Proxy Wealth Advisors LLC
United Planners' Financial Services Of America A Limited Partner
Proxy International LLC
Vitucci @ Associates
Proxy Freedom
Proxy Capital Partners
Proxy Freedom LLC
Dalmore Group LLC
Proxy Wealth Advisors LLC
Principal Life Insurance Company
Principal Securities Inc
Bryan Caulkins
Vlerick Business School
Entrepeneur
Universidad Adolfo Ibanez
I- Advise Corpororate Communications
Disclosures
Please visit the SEC profile of Bryan Caulkins 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
Minnetonka, MN
Oviedo, FL
Scottsdale, AZ
Scottsdale, AZ
Melville, NY
Plano, TX
Chapel Hill, NC
The content in this profile was updated by SmartAsset on 6/19/2024. 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.
