John Peter Nilmeier
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
21 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
21 years in the industry.
- United Planners' Financial Services of America A Limited PartnerNov 2018 to now
- John Nilmeier (residential Rental)Sep 2016 to now
- Naifa CaJul 2014 to now
- United Planners Financial ServicesMar 2010 to now
- Rice Brown Financial ServicesJan 2008 to now
- Nilmeier Insurance Services IncAug 2005 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 4868549
- Firm CRD
- 20804