Brent A Fooks
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
20 yearsExperience
1 stateRegistered 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
20 years in the industry.
- Brent Alan FooksMar 2021 to now
- Rogers & Kirby EnterpriseMar 2021 to now
- United Planners' Financial Services of America A Limited PartnerJan 2011 to now
- United Planners' Financial ServicesJun 2007 to now
- Keys Home School Co-opAug 2009 to Jul 2022
- Rogers & Kirby, Inc.Dec 2006 to Mar 2021
Designations
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2011
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
- 5337890
- Firm CRD
- 20804