Tami Jo Fields
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
13 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
13 years in the industry.
- Catalyst Financial Strategies, LLCAug 2022 to now
- United Planners' Financial Services of America A Limited PartnerJan 2020 to now
- United Planners Financial ServicesJan 2020 to now
- Diede Financial PlanningAug 2015 to Feb 2023
- Full Circle FinancialAug 2013 to Feb 2023
- Proequities IncAug 2013 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 5464803
- Firm CRD
- 20804