Alexander
Bush

United Planners' Financial Services Of America A Limited Partner

CRD#5415520
Investment Advisor
in Hopkins, MN

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About this Advisor

Alexander Bush is a financial advisor based in Hopkins, Minnesota, working with United Planners' Financial Services Of America A Limited Partner. Alexander has previously held positions at United Planners Financial Services Of America, Sii Investments, Inc, My Legacy Advisors, LLC, Munkeby Kramer Dba For Munkeby Financial, Inc, Alexander Bush Independent Insurance, and as a sole proprietor. Alexander has passed the Series 66 regulatory exam and is registered to provide services in Minnesota and New Hampshire. Currently, Alexander is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Hopkins, Minnesota. 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

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

6-10Th Avenue North
Hopkins, MN 55343

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United Planners' Financial Services Of America A Limited Partner Brokerage Details

Total Assets Under Management

$9,326,336,708

MN Average: $1,555,372,352
Total Number of Employees

570

MN Average: 37
Total Number of Accounts

43,221

MN Average: 1,370
Average Account Size

$215,783

MN Average: $1,135,308

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

2022 - Present (2 years)

Alexander Bush, Sole Proprietor

2017 - Present (7 years)

United Planners Financial Services Of America

2017 - Present (7 years)

My Legacy Advisors, LLC

2017 - Present (7 years)

Munkeby Kramer Dba For Munkeby Financial, Inc

2008 - Present (16 years)

Alexander Bush Independent Insurance

2007 - 2017 (10 years)

Sii Investments, Inc

2007 - 2017 (10 years)

Sii Investments, Inc

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

Brittney Deese
Scottsdale, AZ
Megan Muccio
Melville, NY
Thane Walton
Scottsdale, AZ
Charles Harrison
Roseville, CA
Devin Wendel
Scottsdale, AZ
Derek Strong
Minnetonka, MN
Christopher Kelly
Scottsdale, AZ
Tyler Pellerito
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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