Nancy Jean Chapin
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
15 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
15 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJul 2017 to now
- United Planners' Financial Services of AmericaJul 2017 to now
- Nancy Jean ChapinJun 2012 to now
- Meadow Corona Creek PtaJul 2017 to Aug 2019
- Securities America, Inc.Dec 2016 to Jul 2017
- Barbara Chown/foothill Financial GroupOct 2011 to May 2025
- Foothill Securities, Inc.Oct 2011 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2012
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 5988082
- Firm CRD
- 20804