Kevin
Belshaw
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Kevin Belshaw is a certified financial planner based out of Hunt Valley, Maryland, who has 3 years of industry experience. Belshaw works at United Planners' Financial Services Of America A Limited Partner. Belshaw has gained experience at M&T Securities, M&T Bank, Massmutual Life Insurance Co, Tribel Consulting Firm, LLC, Maritime Institute Of Technology And Graduate Studies, Mitags, Fixed Insurance, United Planners Financial Services Of America and Mml Investors Services, LLC. Belshaw has a Series 63 license, certifying them as a securities representative, and is able to advise clients in Maryland. United Planners' Financial Services Of America A Limited Partner is a registered investment company headquartered in Scottsdale, AZ. The company has offices in 209 locations and a total of 567 people on staff. It has $6 billion in total assets between its 50,361 accounts, making it one of the largest firms in the nation by assets under management. The firm advises 83 charitable organizations. Of its 50,361 customer accounts, just 10% belong to high-net-worth clients who have at least $1 million in assets. United Planners' Financial Services Of America A Limited Partner provides a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors typically vary depending on which services the firm provides the client. Fee types billed by United Planners' Financial Services Of America A Limited Partner most likely consist of some 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
Kevin Belshaw Work History
Kevin has been registered as a financial advisor for 3 years.*
United Planners Financial Services Of America
Tribel Consulting Firm, LLC
Maritime Institute Of Technology And Graduate Studies
Mitags
Fixed Insurance
Massmutual Life Insurance Co
Mml Investors Services, LLC
M&T Securities
M&T Bank
*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 Kevin Belshaw 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
Scottsdale, AZ
Scottsdale, AZ
Salisbury, NC
Cypress, CA
Cypress, CA
Matthews, NC
Minnetonka, MN
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.
