Michael William Prahl
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
27 yearsExperience
3 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
27 years in the industry.
- The 401(k) SolutionJun 2022 to now
- United Planners' Financial Services of America A Limited PartnerMar 2022 to now
- Dundas Wealth Management LLCMar 2022 to now
- United PlannersMar 2022 to now
- Michael Prahl Independent Insurance AgentJan 2000 to now
- First Financial Equity CorporationAug 1999 to Mar 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 3 states (AZ, LA, 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
- 4012260
- Firm CRD
- 20804