Kristin M Meyer
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
20 yearsExperience
2 statesRegistered 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
20 years in the industry.
- BarretendJun 2024 to now
- United Planners' Financial Services of America A Limited PartnerMay 2018 to now
- United Planners Financial ServicesMay 2018 to now
- Esporta FitnessJan 2006 to now
- Kristin Meyer Independent InsuranceJan 2006 to now
- Nucci FinancialMay 2018 to Aug 2019
- Att Financial Group/american Portfolios Financial ServicesApr 2006 to May 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 2 states (NJ, NY).
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
- 5194879
- Firm CRD
- 20804