Edward
Laskin

United Planners' Financial Services Of America A Limited Partner

CRD#4431229
Investment Advisor
in North Las Vegas, NV

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About this Advisor

Edward Laskin is a financial advisor based in North Las Vegas, Nevada, working with United Planners' Financial Services Of America A Limited Partner. Edward has previously held positions at Edward Scott Laskin, Atty At Law, United Planners' Financial Services, Executive Insurance & Financial Services, Ams Retirement Solutions Dba, Edward Scott Laskin, Esq, Edward S. Laskin, Edward Scott Laskin, Ed Laskin Independent Insurance, and Ed Laskin / New York Notary. Edward has passed the Series 66 regulatory exam and is registered to provide services in Ohio. Currently, Edward is part of United Planners' Financial Services Of America A Limited Partner, which operates out of North Las Vegas, Nevada. 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

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

North Las Vegas, NV

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

Total Assets Under Management

$9,326,336,708

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

570

NV Average: 37
Total Number of Accounts

43,221

NV Average: 1,370
Average Account Size

$215,783

NV 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

Edward Laskin Work History

2020 - Present (4 years)

Ams Retirement Solutions Dba

2010 - Present (14 years)

United Planners' Financial Services

2001 - Present (23 years)

Edward S. Laskin

2001 - Present (23 years)

Ed Laskin Independent Insurance

1988 - Present (36 years)

Edward Scott Laskin, Atty At Law

1988 - Present (36 years)

Edward Scott Laskin, Esq

2001 - 2020 (19 years)

Executive Insurance & Financial Services

1989 - 2023 (34 years)

Edward Scott Laskin

1989 - 2023 (34 years)

Ed Laskin / New York Notary

Disclosures

Please visit the SEC profile of Edward Laskin 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

Tyler Pellerito
Scottsdale, AZ
Sean Sweeney
Plano, TX
Charles Harrison
Roseville, CA
Babette Molina
Scottsdale, AZ
Devin Wendel
Scottsdale, AZ
Christopher Kelly
Scottsdale, AZ
Derek Strong
Minnetonka, MN
Jarrod Nunn
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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