Perry Lee Diede
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
14 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJan 2020 to now
- Ifc National MarketingJan 2020 to now
- United Planners Financial ServicesJan 2020 to now
- Perry DiedeMay 2012 to now
- dba - Full Circle FinancialMay 2013 to Jun 2022
- Proequities, IncMay 2013 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1989
- Series 65 · Uniform Investment Adviser Law1998
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 1977719
- Firm CRD
- 20804