Alexander
Barta
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Alexander Barta is a financial advisor based out of Hartland, Wisconsin with 2 years of relevant experience. Barta is currently employed by United Planners' Financial Services Of America A Limited Partner. During their career, the advisor has held roles at Sitzberger & Co, Sc, Skye Financial Services, Inc, United Planners Financial Services and Skye Accounting, LLC. Barta maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can work in Wisconsin. United Planners' Financial Services Of America A Limited Partner is a registered investment business headquartered in Scottsdale, AZ. The company has offices in 209 locations and a total of 567 advisors. It administers $6 billion in assets between its 50,361 client accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advice to 83 charities and foundations. Of its 50,361 accounts, just 10% belong to high-net-worth investors who have greater than $1 million in assets available to invest. The firm performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on which services are offered. Fees charged by United Planners' Financial Services Of America A Limited Partner likely include any combination of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$6,085,656,351
567
50,361
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Alexander Barta Work History
Alexander has been registered as a financial advisor for 2 years.*
Skye Financial Services, Inc
United Planners Financial Services
Skye Accounting, LLC
Skye Financial Services, Inc
Skye Financial Services, Inc
Sitzberger & Co, Sc
*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.
Disclosures
Please visit the SEC profile of Alexander Barta 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
Cypress, CA
Ferndale, WA
Scottsdale, AZ
Salisbury, NC
Scottsdale, AZ
Matthews, NC
Sumner, IA
Scottsdale, AZ
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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.