Neil
Graff
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Neil Graff is a financial advisor based in Sioux Falls, South Dakota, working with United Planners' Financial Services Of America A Limited Partner. Neil has previously held positions at Eide Bailly Financial Services/ Eide Bailly Securities, Eide Bailly Advisors, Securities America, Inc, Eide Bailly Agency/E4 Brokerage, Everbank, United Planners' Financial Services, Eide Bailly Securities, and Neil Graff Independent Insurance. Neil has passed the Series 63 regulatory exam and is registered to provide services in South Dakota. Currently, Neil is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Sioux Falls, South Dakota. 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
Neil Graff Work History
Neil Graff Independent Insurance
United Planners' Financial Services
Everbank
Securities America, Inc
Eide Bailly Financial Services/ Eide Bailly Securities
Eide Bailly Advisors
Eide Bailly Agency/E4 Brokerage
Eide Bailly Securities
Disclosures
Please visit the SEC profile of Neil Graff 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.
