Wallace
Voege
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Wallace Voege is a financial advisor based in Clearwater, Florida, working with United Planners' Financial Services Of America A Limited Partner. Wallace has previously held positions at Securities America, Inc, Securities America Advisors, Inc, Investacorp Advisory Services, United Planners Financial Services, Wallace Voege, Investacorp, Inc, and Wallacej. Voege (Self Employed). Wallace has passed the Series 63 regulatory exam and is registered to provide services in Florida. Currently, Wallace is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Clearwater, 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
Wallace Voege Work History
United Planners Financial Services
Wallace Voege
Wallace Voege
Wallacej. Voege (Self Employed)
Securities America, Inc
Securities America Advisors, Inc
Investacorp Advisory Services
Investacorp, Inc
Disclosures
Please visit the SEC profile of Wallace Voege 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.
