Karlyn
Etheridge
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Karlyn Etheridge is a financial advisor who works in Eau Claire, Wisconsin, with 3 years of industry experience. Etheridge is on the advisory team at United Planners' Financial Services Of America A Limited Partner. Throughout their career, they have worked at West Services, Inc, Bernicke Wealth Management, LTD, Triad Advisors, LLC, Triad Advisors, Inc, Bernicke & Associates, LTD, Lpl Financial LLC, Great Valley Advisor Group, United Planners' Financial Services Of America A Limited Partner, Tek. Cattle, Insurance - Licensed Agent, Karlyn R. Etheridge and Decades Financial, LLC. Etheridge has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to work in Wisconsin. United Planners' Financial Services Of America A Limited Partner is a business based in Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 people on staff. It administers $6 billion in assets among its 50,361 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm serves 83 charitable organizations. Of its 50,361 client accounts, just 10% belong to high-net-worth clients who have greater than $1 million in investable assets. United Planners' Financial Services Of America A Limited Partner performs a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial advisory fee schedules usually depend on which service is offered. However, fee types billed by United Planners' Financial Services Of America A Limited Partner most likely include some blend 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
Karlyn Etheridge Work History
Karlyn has been registered as a financial advisor for 3 years.*
United Planners' Financial Services Of America A Limited Partner
Karlyn R. Etheridge
Decades Financial, LLC
Decades Financial, LLC
Insurance - Licensed Agent
Tek. Cattle
Lpl Financial LLC
Great Valley Advisor Group
Triad Advisors, LLC
Bernicke Wealth Management, LTD
Triad Advisors, Inc
Triad Advisors, Inc
Bernicke & Associates, LTD
West Services, Inc
Bernicke & Associates, LTD
*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 Karlyn Etheridge 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
Scottsdale, AZ
Minnetonka, MN
Sumner, IA
Salisbury, NC
Scottsdale, AZ
Cypress, CA
Matthews, NC
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.
