United Planners' Financial Services Of America A Limited Partner

Investment Advisor
in Ferndale, WA

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About this Advisor

Heidi Ludeman is a financial advisor operating in Ferndale, Washington with a total of 1 year of relevant experience. Ludeman currently works for United Planners' Financial Services Of America A Limited Partner. Over the course of their career, they have held roles at Ludeman Capital Management, Inc, Centaurus Financial, Inc and United Planners Financial Services. Ludeman holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to advise clients in Washington. United Planners' Financial Services Of America A Limited Partner is a financial advisory business operating out of Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 employees. It manages $6 billion in assets under management across its 50,361 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm serves 83 charities and foundations. Of its 50,361 accounts, just 10% are held by high-net-worth individuals who have at least $1 million in investable assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules typically vary depending on which service is offered. However, fees billed by United Planners' Financial Services Of America A Limited Partner likely are comprised of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

1855 Main Street Ste. 103
Ferndale, WA 98248

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

Total Assets Under Management


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


WA Average: 37
Total Number of Accounts


WA Average: 1,370
Average Account Size


WA 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

Heidi Ludeman Work History

Heidi has been registered as a financial advisor for 1 years.*

2022 - Present (1 year)

United Planners Financial Services

2014 - 2022 (8 years)

Centaurus Financial, Inc

2013 - 2022 (9 years)

Ludeman Capital Management, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.


Please visit the SEC profile of Heidi Ludeman 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

Mark Giraud
Cypress, CA
Brittney Deese
Scottsdale, AZ
Daniel Sullivan
Matthews, NC
Brandon Rogers
Salisbury, NC
Philipp Ballmaier
Scottsdale, AZ
Fabiola Hill
Cypress, CA
Heidi Ludeman
Ferndale, WA
Tyler Pellerito
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. 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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