William
Schindler
United Planners' Financial Services Of America A Limited Partner
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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
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
William Schindler Work History
United Planners Financial Services
William M. Schindler
Semus Wealth Partners, LLC
Purshe Kaplan Sterling Investments
Mass Mutual
Mml Investors Services
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.
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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.
