Donald
Goettemoeller

United Planners' Financial Services Of America A Limited Partner

CRD#4310068
Investment Advisor
in Sidney, OH

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About this Advisor

Donald Goettemoeller is a financial advisor working in Sidney, Ohio with 1 year of relevant experience. Goettemoeller currently works for United Planners' Financial Services Of America A Limited Partner. Their career trajectory has included roles at Mccrate, Delaet & Co, 1St Global Capital Corp, 1St Global Advisors, Inc, Avantax Insurance Services, Inc, Avantax Advisory Services, Avantax Investment Services, Inc, 1St Global Insurance Services, Inc, United Planners Financial Services, Al-Stan Acres, LLC and Donald C Goettemoeller. Goettemoeller holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Ohio. United Planners' Financial Services Of America A Limited Partner is a registered investment company headquartered in Scottsdale, AZ. The company has offices in 209 locations and a total of 567 financial advisors. It has $6 billion in assets under management among its 50,361 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 83 charitable organizations. Of its 50,361 client accounts, just 10% belong to high-net-worth individuals who have at least $1 million in assets. United Planners' Financial Services Of America A Limited Partner provides a wide array of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees vary depending on which services the firm provides the client. Fees charged by United Planners' Financial Services Of America A Limited Partner likely consist of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

100 S. Main Ave. Ste. 203
Sidney, OH 45365

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

Total Assets Under Management

$6,085,656,351

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

567

OH Average: 37
Total Number of Accounts

50,361

OH Average: 1,370
Average Account Size

$120,841

OH 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

Donald Goettemoeller Work History

Donald has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

United Planners Financial Services

2004 - Present (20 years)

Al-Stan Acres, LLC

2001 - Present (23 years)

Donald C Goettemoeller

1978 - Present (46 years)

Mccrate, Delaet & Co

2019 - 2022 (3 years)

Avantax Insurance Services, Inc

2019 - 2022 (3 years)

Avantax Advisory Services

2019 - 2022 (3 years)

Avantax Investment Services, Inc

2004 - 2019 (15 years)

1St Global Insurance Services, Inc

2001 - 2019 (18 years)

1St Global Advisors, Inc

2000 - 2019 (19 years)

1St Global Capital Corp

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Donald Goettemoeller 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

Thomas Owings
Scottsdale, AZ
Stephanie Duhrkopf
Sumner, IA
Derek Strong
Minnetonka, MN
Brandon Rogers
Salisbury, NC
Mark Giraud
Cypress, CA
Heidi Ludeman
Ferndale, WA
Brittney Deese
Scottsdale, AZ
Fabiola Hill
Cypress, CA

The content in this profile was updated by SmartAsset on 4/16/2023. 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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