Lisa
Kops-Wendel
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Lisa Kops-Wendel is a financial advisor based in Westfield, New Jersey, working with United Planners' Financial Services Of America A Limited Partner. Lisa has previously held positions at United Planners' Financial Services, Phage Partners LLC, Lisa Kops-Wendel Independent Insurance, and Lisa Kops-Wendel, As Licensed Agent. Lisa has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Jersey. Currently, Lisa is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Westfield, 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
Lisa Kops-Wendel Work History
United Planners' Financial Services
Lisa Kops-Wendel Independent Insurance
Lisa Kops-Wendel, As Licensed Agent
Phage Partners LLC
Disclosures
Please visit the SEC profile of Lisa Kops-Wendel 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
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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.
