Shawn
Macdonald
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Shawn Macdonald is a financial advisor based in Hartland, Wisconsin, working with United Planners' Financial Services Of America A Limited Partner. Shawn has previously held positions at United Planners' Financial Services, Skye Financial Services, Inc, Over The Rainbow Properties, LLC, Shawn D. Macdonald, LLC, Kummrow Rental, 4635 Lake Club Circle, and Skye Financial Service, Inc. Shawn has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Wisconsin. Currently, Shawn is part of United Planners' Financial Services Of America A Limited Partner, which operates out of Hartland, Wisconsin. 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
Shawn Macdonald Work History
4635 Lake Club Circle
Kummrow Rental
United Planners' Financial Services
Skye Financial Services, Inc
Skye Financial Services, Inc
Skye Financial Service, Inc
Shawn D. Macdonald, LLC
Over The Rainbow Properties, LLC
Disclosures
Please visit the SEC profile of Shawn Macdonald 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.
