Stephanie
Casas
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Stephanie Casas is a financial advisor based in San Antonio, Texas, working with United Planners' Financial Services Of America A Limited Partner. Stephanie has previously held positions at Kilmer & Company Pllc, Internal Revenue Service, Invest Financial Corporation, Juice Plus, United Planners' Financial Services Of America A Limited Partner, and Young Living Essential Oils. Stephanie has passed the Series 66 regulatory exam and is registered to provide services in Texas. Currently, Stephanie 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
Stephanie Casas Work History
Juice Plus
Young Living Essential Oils
United Planners' Financial Services Of America A Limited Partner
Kilmer & Company Pllc
Invest Financial Corporation
Internal Revenue Service
Disclosures
Please visit the SEC profile of Stephanie Casas 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.
