Eric
Kodish

United Planners' Financial Services Of America A Limited Partner

CRD#5873785
Investment Advisor
in Moorestown, NJ

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About this Advisor

Eric Kodish is a financial advisor based in Moorestown, New Jersey, working with United Planners' Financial Services Of America A Limited Partner. Eric has previously held positions at Hadlin, Eric Kodish Cpa, Ameriprise Financial Services, United Planners Financial Services, 360 Financial Services LLC, Ocean Tax Consultants LLC, 360 Cpa Services LLC, Tydev Enterprises LLC, Kodish Family LLC, Ruffled Feathers South LLC, Ruffled Feathers Horse Farm LLC, Cluckchicken 23 LLC, Moocow 21 LLC, and Americ LLC. Eric has passed the Series 66 regulatory exam and is registered to provide services in New Jersey. Currently, Eric is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Moorestown, 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

Series 66, CERTIFIED FINANCIAL PLANNER™

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

701 Cox Road
Moorestown, NJ 08057

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

Total Assets Under Management

$9,326,336,708

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

570

NJ Average: 37
Total Number of Accounts

43,221

NJ Average: 1,370
Average Account Size

$215,783

NJ 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 Kodish Work History

2024 - Present (0 year)

Cluckchicken 23 LLC

2024 - Present (0 year)

Moocow 21 LLC

2024 - Present (0 year)

Americ LLC

2021 - Present (3 years)

Ruffled Feathers South LLC

2019 - Present (5 years)

Tydev Enterprises LLC

2019 - Present (5 years)

Kodish Family LLC

2019 - Present (5 years)

Ruffled Feathers Horse Farm LLC

2016 - Present (8 years)

United Planners Financial Services

2016 - Present (8 years)

360 Financial Services LLC

2016 - Present (8 years)

Ocean Tax Consultants LLC

2016 - Present (8 years)

360 Cpa Services LLC

2004 - Present (20 years)

Hadlin, Eric Kodish Cpa

2011 - 2016 (5 years)

Ameriprise Financial Services

Disclosures

Please visit the SEC profile of Eric Kodish 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

Kenneth Brundage
Scottsdale, AZ
Christopher Kelly
Scottsdale, AZ
Brian Luce
Scottsdale, AZ
Charles Harrison
Roseville, CA
Devin Wendel
Scottsdale, AZ
Brittney Deese
Scottsdale, AZ
Jarrod Nunn
Scottsdale, AZ
Tyler Pellerito
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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