Eric
Kodish
United Planners' Financial Services Of America A Limited Partner
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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
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
Eric Kodish Work History
Cluckchicken 23 LLC
Moocow 21 LLC
Americ LLC
Ruffled Feathers South LLC
Tydev Enterprises LLC
Kodish Family LLC
Ruffled Feathers Horse Farm LLC
United Planners Financial Services
360 Financial Services LLC
Ocean Tax Consultants LLC
360 Cpa Services LLC
Hadlin, Eric Kodish Cpa
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.
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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.
