Jeffry
Fruchtenicht
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Jeffry Fruchtenicht is a financial advisor based in Independence, Iowa, working with United Planners' Financial Services Of America A Limited Partner. Jeffry has previously held positions at Investment Center, Jam LLC, Double J LLC, United Planners' Financial Services, Very Berry LLC, and Insurance Center. Jeffry has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Iowa. Currently, Jeffry is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Independence, Iowa. 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.
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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
Jeffry Fruchtenicht Work History
Very Berry LLC
United Planners' Financial Services
Jam LLC
Double J LLC
Insurance Center
Insurance Center
Investment Center
Investment Center
Disclosures
Please visit the SEC profile of Jeffry Fruchtenicht 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.
