Brittney B Deese
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
12 yearsExperience
2 statesRegistered 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
12 years in the industry.
- United Planners' Financial Services of America A Limited PartnerMar 2023 to now
- United PlannersMar 2023 to now
- Northwestern Mutual Wealth Management CompanyOct 2020 to Mar 2023
- M Scott HenegarSep 2020 to Mar 2023
- Northwestern Mutual Investment Services LLCSep 2020 to Mar 2023
- Northwestern Mutual Wealth Management CompanyFeb 2020 to Aug 2020
- Northwestern Mutual Investment Services LLCOct 2019 to Aug 2020
- Samuel CrumpSep 2019 to Aug 2020
- Tpg ConsultingJan 2019 to Sep 2019
- Pilot FinancialJul 2017 to Jan 2019
- UnemployedFeb 2017 to Jun 2017
- First Summit FinancialFeb 2014 to Jan 2017
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (AZ, NC).
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
- 6209536
- Firm CRD
- 20804