Michelle Linne Best
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
12 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJan 2026 to now
- United PlannersJan 2026 to now
- Michelle BestSep 2022 to now
- Osaic Wealth, Inc.Jul 2024 to Jan 2026
- Southland Equity Partners LLCMay 2024 to Jan 2026
- UnemployedMay 2022 to May 2024
- The Vanguard Group, Inc.Jan 2021 to Apr 2022
- Cliftonlarsonallen Wealth Advisors, LLCDec 2019 to Dec 2020
- UnemployedOct 2019 to Nov 2019
- TIAASep 2014 to Oct 2019
- TIAA-CREF Individual & Institutional Services, LLCSep 2014 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (AZ, FL).
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
- 4267798
- Firm CRD
- 20804