Shawn
Macdonald
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Shawn Macdonald is a financial advisor who works in Hartland, Wisconsin with a total of 12 years of relevant experience. Macdonald is currently employed by United Planners' Financial Services Of America A Limited Partner. Throughout their career, Macdonald has worked at United Planners' Financial Services, Skye Financial Services, Inc, Over The Rainbow Properties, LLC, Shawn D. Macdonald, LLC, Skye Financial Service, Inc, Kummrow Rental and 4635 Lake Club Circle. Macdonald holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and can advise clients in Wisconsin. United Planners' Financial Services Of America A Limited Partner is a financial advisory firm that has its headquarters in Scottsdale, AZ. The firm has offices in 209 locations and a total of 567 advisors. It controls $6 billion in assets under management among its 50,361 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 83 charities and foundations. Of its 50,361 client accounts, just 10% are associated with high-net-worth investors who have at least $1 million in assets. United Planners' Financial Services Of America A Limited Partner provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advice typically vary depending on the type of services offered. However, fees charged by United Planners' Financial Services Of America A Limited Partner can include 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
Shawn Macdonald Work History
Shawn has been registered as a financial advisor for 12 years.*
4635 Lake Club Circle
Kummrow Rental
United Planners' Financial Services
Skye Financial Services, Inc
Skye Financial Service, Inc
Skye Financial Services, Inc
Shawn D. Macdonald, LLC
Over The Rainbow Properties, LLC
*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 Shawn Macdonald 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
Sumner, IA
Minnetonka, MN
Salisbury, NC
Scottsdale, AZ
Cypress, CA
Ferndale, WA
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.