Jordan
Bathen
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Jordan Bathen is a financial advisor based in Independence, Iowa, working with United Planners' Financial Services Of America A Limited Partner. Jordan has previously held positions at United Planners' Financial Services, Investment Center Inc, Target Corporation, United States Marine Corps Reserves, and Insurance Center. Jordan has passed the Series 66 regulatory exam and is registered to provide services in Iowa. Currently, Jordan 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.
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
Jordan Bathen Work History
United Planners' Financial Services
Investment Center Inc
Insurance Center
Insurance Center
United States Marine Corps Reserves
United States Marine Corps Reserves
Target Corporation
Disclosures
Please visit the SEC profile of Jordan Bathen 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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South San Francisco, CA
Melville, NY
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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.
