Magen Lane Fong
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
14 yearsExperience
1 stateRegistered 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
14 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJan 2025 to now
- United PlannersJun 2024 to now
- Books of HopeNov 2023 to now
- PoshmarkMay 2021 to now
- Legal Guardian Per Oregon DhsApr 2021 to now
- Magen L FongAug 2020 to now
- EtsyApr 2018 to now
- Rental PropertyApr 2018 to now
- Amazon SalesFeb 2025 to Jun 2026
- Oregon Hb4086 CommitteeFeb 2025 to Jul 2025
- Lewis Stefani GroupApr 2024 to Jun 2024
- Voya Financial AdvisorsSep 2014 to Jun 2024
- Self-employedMay 2011 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 1 state (OR).
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
- 4689283
- Firm CRD
- 20804