Brian Stirling Seaman
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
38 yearsExperience
1 stateRegistered in
CFP® certification, ChFC®Designations
$12.8BFirm assets
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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
38 years in the industry.
- United Planners' Financial Services of America A Limited PartnerMar 2026 to now
- Lutheran Church of the MasterJun 2011 to now
- United Planners' Financial ServicesJan 2009 to now
- Capital Planning Group, LLCApr 2000 to now
- Brian SeamanJun 1988 to now
- Rbb Properties, LLCOct 2007 to Dec 2023
- Navigator Family Legacy Planning, LLCAug 2006 to Mar 2026
- Navigator Legacy Partners, LLCAug 2006 to Aug 2020
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser 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
- 1820523
- Firm CRD
- 20804