Nicholas
Halchak
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Nicholas Halchak is a financial advisor operating out of Clearwater, Florida who has 2 years of industry experience. Halchak works at United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at Investacorp, Inc, Wj Voege Financial, Blue Moon Harmonicas, Warren Willis Um Camp, Publix, Eastlake High School, Florida State University, Investacorp, Securities America, Inc, United Planners Financial Services, Warren Willis United Methodist Camp and Nicholas Halchak. Halchak holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Florida. United Planners' Financial Services Of America A Limited Partner is an advisory business that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 financial advisors. It manages $6 billion in total assets across its 50,361 client accounts, making it one of the biggest firms in the country by assets under management. The firm advises 83 charitable organizations. Of its 50,361 accounts, just 10% are held by high-net-worth investors who have more than $1 million in assets. The advisory firm performs a wide set of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management vary depending on which services the firm provides the client. However, fee types charged by United Planners' Financial Services Of America A Limited Partner most likely are comprised of any 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
Nicholas Halchak Work History
Nicholas has been registered as a financial advisor for 2 years.*
United Planners Financial Services
Nicholas Halchak
Wj Voege Financial
Nicholas Halchak
Warren Willis United Methodist Camp
Securities America, Inc
Florida State University
Investacorp, Inc
Investacorp
Blue Moon Harmonicas
Warren Willis Um Camp
Florida State University
Publix
Eastlake High School
*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 Nicholas Halchak 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
Sumner, IA
Ferndale, WA
Scottsdale, AZ
Salisbury, NC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Cypress, CA
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.
