Alexander
Bush
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Alexander Bush is a certified financial planner working out of Hopkins, Minnesota, with 6 years of relevant experience. Bush is on the advisory team at United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at My Legacy Advisors, LLC, United Planners Financial Services Of America, Sii Investments, Inc, Munkeby Kramer Dba For Munkeby Financial, Inc, Alexander Bush Independent Insurance and Alexander Bush, Sole Proprietor. Bush has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can advise clients in Minnesota and New Hampshire. United Planners' Financial Services Of America A Limited Partner is a business that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 employees. It manages $6 billion in assets under management between its 50,361 accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to 83 charitable organizations. Of its 50,361 customer accounts, just 10% are associated with high-net-worth clients who have more than $1 million in assets available to invest. United Planners' Financial Services Of America A Limited Partner offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees usually are based on the type of financial services offered. Fees billed by United Planners' Financial Services Of America A Limited Partner can include 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
Alexander Bush Work History
Alexander has been registered as a financial advisor for 6 years.*
Alexander Bush, Sole Proprietor
My Legacy Advisors, LLC
United Planners Financial Services Of America
Munkeby Kramer Dba For Munkeby Financial, Inc
Alexander Bush Independent Insurance
Sii Investments, Inc
Sii Investments, Inc
*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 Alexander Bush 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
Scottsdale, AZ
Scottsdale, AZ
Cypress, CA
Ferndale, WA
Cypress, CA
Minnetonka, MN
Salisbury, NC
Matthews, NC
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.