Angela Marie Baggett
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
18 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
Are you Angela Marie Baggett? Claim your profile
Contact this firm
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
18 years in the industry.
- United Planners' Financial Services of America A Limited PartnerOct 2019 to now
- Angela Marie CarstensMar 2008 to now
- ZyiaSep 2020 to Jul 2026
- UnemployedJun 2019 to Oct 2019
- Mary KayOct 2018 to Sep 2020
- Bernicke Wealth Management, Ltd.Jun 2016 to Jun 2019
- Triad Advisors, Inc.Jun 2016 to Jun 2019
Exams passed
- Series 66 · Uniform Combined State Law2008
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
- 5337043
- Firm CRD
- 20804