Edward
Laskin
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Edward Laskin is a financial advisor who works in North Las Vegas, Nevada with 13 years of relevant experience. Laskin currently works for United Planners' Financial Services Of America A Limited Partner. Throughout their career, Laskin has worked 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. Laskin holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in Ohio. United Planners' Financial Services Of America A Limited Partner is a financial advisory firm based out of Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 people on staff. It controls $6 billion in assets under management among its 50,361 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advice to 83 charitable organizations. Of its 50,361 client accounts, just 10% belong to high-net-worth investors who have more than $1 million in assets. United Planners' Financial Services Of America A Limited Partner offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely depend on which services are provided. Fees charged by United Planners' Financial Services Of America A Limited Partner most likely include any combination 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
Edward Laskin Work History
Edward has been registered as a financial advisor for 13 years.*
Ams Retirement Solutions Dba
United Planners' Financial Services
Edward S. Laskin
Ed Laskin Independent Insurance
Edward Scott Laskin
Ed Laskin / New York Notary
Edward Scott Laskin, Atty At Law
Edward Scott Laskin, Esq
Executive Insurance & Financial Services
*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 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
Scottsdale, AZ
Scottsdale, AZ
Sumner, IA
Salisbury, NC
Cypress, CA
Ferndale, WA
Scottsdale, AZ
Minnetonka, MN
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.
