William
Schindler

United Planners' Financial Services Of America A Limited Partner

CRD#2297384
Investment Advisor
in Collegeville, PA

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About this Advisor

William Schindler is a financial advisor based in Collegeville, Pennsylvania, working with United Planners' Financial Services Of America A Limited Partner. William has previously held positions at Mass Mutual, Lincoln Financial Advisors, Mml Investors Services, Semus Wealth Partners, LLC, Purshe Kaplan Sterling Investments, William M. Schindler, and United Planners Financial Services. William has passed the Series 63 regulatory exam and is registered to provide services in Pennsylvania and Texas. Currently, William is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Collegeville, Pennsylvania. 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

Series 63

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

115 West Main Street 2Nd Floor, Ste. C
Collegeville, PA 19426

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

Total Assets Under Management

$9,326,336,708

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

570

PA Average: 37
Total Number of Accounts

43,221

PA Average: 1,370
Average Account Size

$215,783

PA 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

William Schindler Work History

2024 - Present (0 year)

United Planners Financial Services

2023 - Present (1 year)

William M. Schindler

2022 - Present (2 years)

Semus Wealth Partners, LLC

2022 - Present (2 years)

Purshe Kaplan Sterling Investments

2014 - 2022 (8 years)

Mass Mutual

2014 - 2022 (8 years)

Mml Investors Services

2012 - 2014 (2 years)

Lincoln Financial Advisors

Disclosures

Please visit the SEC profile of William Schindler 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

Charles Harrison
Roseville, CA
Babette Molina
Scottsdale, AZ
Chris Roberts
Oviedo, FL
Jarrod Nunn
Scottsdale, AZ
Devin Wendel
Scottsdale, AZ
Megan Muccio
Melville, NY
Derek Strong
Minnetonka, MN
Thane Walton
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 6/19/2024. 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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