Eric Howard Kodish
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
22 yearsExperience
3 statesRegistered 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
22 years in the industry.
- Turtle 21 LLCDec 2024 to now
- Americ LLCApr 2024 to now
- Cluckchicken 23 LLCApr 2024 to now
- Moocow 21 LLCApr 2024 to now
- Ruffled Feathers South LLCSep 2021 to now
- Ruffled Feathers Horse Farm LLCOct 2019 to now
- Kodish Family LLCJan 2019 to now
- Tydev Enterprises LLCJan 2019 to now
- Ocean Tax Consultants LLCNov 2016 to now
- United Planners' Financial Services of America A Limited PartnerOct 2016 to now
- 360 Cpa Services LLCOct 2016 to now
- 360 Financial Services LLCOct 2016 to now
- United Planners Financial ServicesSep 2016 to now
- Hadlin, Eric Kodish CpaSep 2004 to now
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 3 states (MD, NJ, PA).
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
- 5873785
- Firm CRD
- 20804