Marli Anne Smythe
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
19 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
19 years in the industry.
- United Planners' Financial Services of America A Limited PartnerApr 2025 to now
- United Planners Financial ServicesMar 2025 to now
- Marli Anne SmytheJul 2007 to now
- Osaic Wealth, Inc.Jun 2024 to Feb 2025
- Pfg Advisors, LLCFeb 2018 to Jan 2025
- Securities America, Inc.Dec 2016 to Jun 2024
- Cue Financial Group, Inc.- Insurance SalesSep 2009 to Jan 2025
- Foothill Securities, Inc.Aug 2009 to Dec 2016
- Cue Financial Group IncOct 2007 to Jan 2025
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2008
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
- 4944755
- Firm CRD
- 20804