John Gerard Vertal
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
22 yearsExperience
1 stateRegistered in
PFS, CFP® certificationDesignations
$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
22 years in the industry.
- United Planners' Financial Services of America A Limited PartnerApr 2022 to now
- United Planners Financial ServicesApr 2022 to now
- John G VertalJan 2022 to now
- John Vertal Cpa and Associates, LLCJun 2004 to now
- Securities America Advisors, Inc.Sep 2020 to Apr 2022
- Securities America, Inc.Sep 2020 to Apr 2022
- Securities Service Network, IncOct 2009 to Sep 2020
Designations
- PFS
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 4188072
- Firm CRD
- 20804