Eric
Hemingway

United Planners' Financial Services Of America A Limited Partner

CRD#2945792
Investment Advisor
in Minnetonka, MN

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About this Advisor

Eric Hemingway is a financial advisor based in Minnetonka, Minnesota, working with United Planners' Financial Services Of America A Limited Partner. Eric has previously held positions at Chiswick Lane, Inc, Midamerica Financial Services, Inc, Monticello Investment Services, Eric Hemingway, United Planners' Financial Services, Professional Business Consortium, Hemingway Wealth Management (Insurance Agent), and Successor Executor. Eric has passed the Series 63 regulatory exam and is registered to provide services in Minnesota and Texas. Currently, Eric is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Minnetonka, 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 63

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

14550 Excelsior Blvd Ste 200
Minnetonka, MN 55345

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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

Eric Hemingway Work History

2022 - Present (2 years)

Chiswick Lane, Inc

2022 - Present (2 years)

Hemingway Wealth Management (Insurance Agent)

2018 - Present (6 years)

Successor Executor

2017 - Present (7 years)

Chiswick Lane, Inc

2015 - Present (9 years)

United Planners' Financial Services

2002 - Present (22 years)

Professional Business Consortium

2021 - 2022 (1 year)

Eric Hemingway

2011 - 2015 (4 years)

Midamerica Financial Services, Inc

2011 - 2015 (4 years)

Monticello Investment Services

Disclosures

Please visit the SEC profile of Eric Hemingway 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

Charles Harrison
Roseville, CA
Chris Roberts
Oviedo, FL
Jarrod Nunn
Scottsdale, AZ
Derek Strong
Minnetonka, MN
Devin Wendel
Scottsdale, AZ
Tyler Pellerito
Scottsdale, AZ
Thane Walton
Scottsdale, AZ
Eric Christus
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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