Cortney Shane Kitchen
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
32 yearsExperience
2 statesRegistered 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.
- United Planners' Financial Services of America A Limited PartnerJun 2021 to now
- United Planners Financial Services of AmericaJun 2021 to now
- Cortney S. KitchenJan 1994 to now
- Redeemer RadioAug 2018 to Mar 2021
- Cetera Advisor Networks LLCJan 2013 to Jun 2021
- Profed Financial AdvisorsSep 2005 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1993
- Series 65 · Uniform Investment Adviser Law1994
State registrations
Registered as an investment adviser representative in 2 states (IN, TX).
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
- 2434526
- Firm CRD
- 20804