Kevin Darren Belshaw
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
11 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
11 years in the industry.
- United Planners' Financial Services of America A Limited PartnerJul 2024 to now
- United Planners Financial Services of AmericaNov 2019 to now
- Tribel Consulting Firm, LLCNov 2018 to now
- MitagsAug 2018 to now
- Kevin BelshawJun 2015 to now
- Maritime Institute of Technology and Graduate StudiesOct 2018 to Mar 2020
- Massmutual Life Insurance CoJul 2015 to Nov 2018
- MML Investors Services, LLCJun 2015 to Nov 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
State registrations
Registered as an investment adviser representative in 1 state (MD).
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
- 5988927
- Firm CRD
- 20804