Link Todd Cotham
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
26 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
26 years in the industry.
- United Planners' Financial Services of America A Limited PartnerAug 2021 to now
- United Planners Financial ServicesAug 2021 to now
- Communities Foundation of OklahomaJun 2021 to now
- Irons, IncJan 2018 to now
- Cotham FarmsAug 2007 to now
- Link CothamOct 2000 to now
- Ameriprise Financial Services IncMar 2019 to Aug 2021
- Ponca City Country ClubMar 2017 to Jan 2018
- Ponca City YmcaJan 2012 to Jan 2018
- Various Insurance Carriers for W&r Insurance AgenciesOct 2000 to Mar 2019
- Waddell & Reed, IncApr 2000 to Mar 2019
Exams passed
- Series 66 · Uniform Combined State Law2000
State registrations
Registered as an investment adviser representative in 3 states (NE, OK, 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
- 4175688
- Firm CRD
- 20804