Andrea Nelson
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
21 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
21 years in the industry.
- United Planners' Financial Services of America A Limited PartnerOct 2024 to now
- United Planners Financial ServicesOct 2024 to now
- Jazzercise Inc. - FranchiseeFeb 2003 to now
- Eide Bailly Securities, LLC.Feb 2024 to Apr 2024
- Eide Bailly AgencyMay 2022 to Oct 2024
- Eide Bailly WealthMay 2022 to Oct 2024
- Eide Bally Advisors, LLC.May 2022 to Oct 2024
- United Planners Financial ServicesMay 2022 to Jul 2023
- Investor Securities Group, Inc.Feb 2014 to May 2022
- Securities America Advisors, Inc.Jan 2014 to May 2022
- Securities America, Inc.Jan 2014 to May 2022
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 4523418
- Firm CRD
- 20804