Bryan
Marker
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Bryan Marker is a financial advisor based in Minneapolis, Minnesota, working with United Planners' Financial Services Of America A Limited Partner. Bryan has previously held positions 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. Bryan has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Minnesota. Currently, Bryan is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Minneapolis, 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
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
Bryan Marker Work History
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
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.
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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.
