Karlyn Renee Etheridge
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
30 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
30 years in the industry.
- Karlyn R. EtheridgeOct 2020 to now
- United Planners' Financial Services of America A Limited PartnerSep 2020 to now
- Decades Financial, LLC.Oct 2010 to now
- Insurance - Licensed AgentJun 2008 to now
- Karlyn EtheridgeJun 2008 to now
- Tek. CattleJan 1990 to now
- Great Valley Advisor GroupJun 2020 to Aug 2020
- LPL Financial LLCJun 2020 to Aug 2020
- Triad Advisors, LLCJan 2018 to Jun 2020
- Bernicke Wealth Management, Ltd.Jun 2016 to Aug 2020
- Triad Advisors, Inc.Jun 2016 to Dec 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 1 state (WI).
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
- 5233299
- Firm CRD
- 20804