Mark William Vroman
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
24 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
24 years in the industry.
- United Planners' Financial Services of America A Limited PartnerAug 2023 to now
- Garrison SettlementsAug 2023 to now
- United Planners Financial ServicesAug 2023 to now
- Jcr Settlements, LLCDec 2019 to now
- Mark William VromanAug 2002 to now
- American Portfolios Advisors, IncOct 2015 to Aug 2023
- American Portfolios Financial Services, IncOct 2015 to Aug 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (FL, NH).
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
- 4475388
- Firm CRD
- 20804