Tracy Owen Tamura
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
19 yearsExperience
2 statesRegistered in
ChFC®Designation
$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
19 years in the industry.
- United Planners' Financial Services of America A Limited PartnerFeb 2026 to now
- United Planners Financial ServicesFeb 2026 to now
- Tamura FinancialApr 2025 to now
- Tracy TamuraApr 2007 to now
- Liberty Wealth Management, LLCJul 2024 to Mar 2025
- Midland National LifeJan 2020 to Jun 2024
- Hansen & Associates Financial Group, Inc.Jan 2019 to Dec 2019
- Mcneil FinancialMar 2007 to Dec 2018
Designations
- ChFC®
Exams passed
No exams in this record.
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
- 5316212
- Firm CRD
- 20804