Joseph Thomas Trewin
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
12 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$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
12 years in the industry.
- United Planners' Financial Services of America A Limited PartnerFeb 2023 to now
- United Planners Financial ServicesJan 2023 to now
- Insurance CenterDec 2022 to now
- Investment Center IncDec 2022 to now
- Trewin Tax Service LLCOct 2022 to now
- UnemployedJul 2022 to Dec 2022
- Iowa State BankApr 2020 to Jul 2022
- UnemployedJan 2020 to Mar 2020
- First State Bank of Lynnville, IowaAug 2014 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2008
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 5562905
- Firm CRD
- 20804