Edward Scott Laskin
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
38 yearsExperience
1 stateRegistered 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
38 years in the industry.
- United Planners' Financial Services of America A Limited PartnerSep 2024 to now
- Ams Retirement Solutions dbaFeb 2020 to now
- United Planners' Financial ServicesNov 2010 to now
- Edward S. LaskinSep 2001 to now
- Edward Scott Laskin, Atty At LawDec 1988 to now
- Executive Insurance & Financial ServicesAug 2001 to Feb 2020
- Ed Laskin / New York NotaryFeb 1989 to Feb 2023
- Edward Scott LaskinFeb 1989 to Feb 2023
- Edward Scott Laskin, Esq.Dec 1988 to Aug 2024
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 4431229
- Firm CRD
- 20804