Chad David Ericson

United Planners' Financial Services of America a Limited Partner

25 Years of Experience

BrokerSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement Planning

United Planners' Financial Services of America a Limited Partner

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

531 advisors

Number of Clients

26,942 clients

Average Client Portfolio

$395K average

Assets Under Management

$10.6B

Fee Structure

Minimum Investment:$10K

Location

321 Reed St #2, Po Box 136, Akron, IA, 51001

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Chad is an investment advisor representative with RDA Financial Network and is involved with several rental properties and community organizations. He also sells non-variable insurance products as an agent for Legacy Financial, LLC and as an individual.