Kenneth
Bowers
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Kenneth Bowers is a financial advisor based in Albuquerque, New Mexico, working with United Planners' Financial Services Of America A Limited Partner. Kenneth has previously held positions at Tds Group Inc, Cetera Advisor Networks LLC, Gradient Securities LLC, Lrs Office LLC, United Planners Financial Services, and Kenneth L Bowers. Kenneth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in New Mexico and Texas. Currently, Kenneth is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Albuquerque, New Mexico. 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
Kenneth Bowers Work History
Lrs Office LLC
United Planners Financial Services
Tds Group Inc
Kenneth L Bowers
Gradient Securities LLC
Cetera Advisor Networks LLC
Disclosures
Please visit the SEC profile of Kenneth Bowers 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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Melville, NY
South San Francisco, CA
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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.
