Bryan
Marker
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Bryan Marker is a financial advisor operating out of Minneapolis, Minnesota who has 8 years of industry experience. Marker works at United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at Bryan H. Marker - Independent Insurance, Professional Pension Services, Inc, Pinnacle Planning Group, Inc, American Portfolios Financial Services, Inc, Regal Investment Advisors, LLC, United Planners' Financial Services, Lwm Partnership, Southside Services I, Inc and Life Renewal Counseling LLC. Marker has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in Minnesota. United Planners' Financial Services Of America A Limited Partner is a company based out of Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 people on staff. It oversees $6 billion in total assets among its 50,361 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 83 charitable organizations. Of its 50,361 client accounts, just 10% are associated with high-net-worth clients who have greater than $1 million in assets available to invest. The company provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors largely are based on which service is provided. However, fee types billed by United Planners' Financial Services Of America A Limited Partner likely are comprised of any blend 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
Bryan Marker Work History
Bryan has been registered as a financial advisor for 8 years.*
Life Renewal Counseling LLC
United Planners' Financial Services
Professional Pension Services, Inc
Pinnacle Planning Group, Inc
Professional Pension Services, Inc
Bryan H. Marker - Independent Insurance
Southside Services I, Inc
Regal Investment Advisors, LLC
American Portfolios Financial Services, Inc
Lwm Partnership
*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 Bryan Marker 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
Cypress, CA
Sumner, IA
Scottsdale, AZ
Salisbury, NC
Scottsdale, AZ
Ferndale, WA
Scottsdale, AZ
Cypress, CA
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.
