Stuart Lee Kesselhaut
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
37 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
Are you Stuart Lee Kesselhaut? Claim your profile
Contact this firm
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
37 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJun 1996 to now
- Financial Resource NetworkJun 1996 to now
- Stuart Lee KesselhautDec 1989 to now
- Lombardi GroupNov 2014 to Feb 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 66 · Uniform Combined State Law2000
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
- 2256625
- Firm CRD
- 20804