Martin Thomas Chiu
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
32 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Parakletos, LLC dba Wealth In FamilyJun 2021 to now
- Real EstateOct 2014 to now
- Mamm, Inc (dba) VantaquestMar 2010 to now
- VantaquestNov 2003 to now
- United Planners' Financial Services of America A Limited PartnerMar 2000 to now
- United Planners Financial ServicesJan 2000 to now
- Marty ChiuJan 1993 to now
- Parakletos, LLC dba Stewardship IqFeb 2023 to Aug 2025
- Mamm,inc. dba Wealth In FamilyMar 2020 to Jun 2021
- Skaz ProductionsFeb 2014 to Jan 2017
- Navigator Family Legacy Planning, LLCJan 2009 to Mar 2020
- Personal Financial Services CoJan 2000 to Dec 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1806333
- Firm CRD
- 20804