Adam
Cohler
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Adam Cohler is a financial advisor based in Marlton, New Jersey, working with United Planners' Financial Services Of America A Limited Partner. Adam has previously held positions at Town Sports International - New York Sports Club, New Jersey Division Of Criminal Justice, Aquatic And Fitness Center, Mediacom Communications Corporation, Greenblatt, Pierce, Funt And Flores LLC, New Jersey Judiciary - Gloucester Cty. Superior Court, New Jersey Office Of The Public Defender, Ramapo College Of New Jersey, Rutgers School Of Law - Camden, Cohler Financial Associates, United Planners Financial Services, and Abby N. Cohler, Esq. Firm. Adam has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Adam is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Marlton, New Jersey. 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
Adam Cohler Work History
Cohler Financial Associates
United Planners Financial Services
Abby N. Cohler, Esq. Firm
New Jersey Office Of The Public Defender
New Jersey Judiciary - Gloucester Cty. Superior Court
Greenblatt, Pierce, Funt And Flores LLC
Rutgers School Of Law - Camden
Town Sports International - New York Sports Club
Mediacom Communications Corporation
Aquatic And Fitness Center
New Jersey Division Of Criminal Justice
Ramapo College Of New Jersey
Disclosures
Please visit the SEC profile of Adam Cohler 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.
