Ross
Cochrell
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Ross Cochrell is a financial advisor based in Wooster, Ohio, working with United Planners' Financial Services Of America A Limited Partner. Ross has previously held positions at Securities Service Network, Ssn Advisory, Inc, Securities America, Inc, Securities America Advisors, Inc, United Planners Financial Services, Ross Cochrell, Laurel Oaks, LLC, 1840 Angus Farm, LLC, Cochrell Holdings, LLC, and Stockman'S Supply, LLC. Ross has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Ohio and Texas. Currently, Ross is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Wooster, Ohio. 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.
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Services Offered
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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
Ross Cochrell Work History
United Planners Financial Services
Stockman'S Supply, LLC
1840 Angus Farm, LLC
Laurel Oaks, LLC
Cochrell Holdings, LLC
Ross Cochrell
Securities America, Inc
Securities America Advisors, Inc
Securities Service Network
Ssn Advisory, Inc
Disclosures
Please visit the SEC profile of Ross Cochrell 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.
