Ann
Kilmer
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Ann Kilmer is a financial advisor based in San Antonio, Texas, working with United Planners' Financial Services Of America A Limited Partner. Ann has previously held positions at Ann Kilmer Independent Insurance, Ann Kilmer, Invest Financial Corporation, and Kilmer And Company, Pllc. Ann has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Ann is part of United Planners' Financial Services Of America A Limited Partner, which operates out of San Antonio, Texas. 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
Ann Kilmer Work History
Ann Kilmer
Kilmer And Company, Pllc
Ann Kilmer Independent Insurance
Invest Financial Corporation
Disclosures
Please visit the SEC profile of Ann Kilmer 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.
