Chad C Altadonna
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- United Planners' Financial Services of America A Limited PartnerMay 2026 to now
- United Planners Financial ServicesMay 2026 to now
- Ipi Inc.Jan 2022 to May 2026
- IpiwJan 2022 to May 2026
- Justin KirbyNov 2020 to Jan 2022
- Northwestern Mutual Investment Services LLCNov 2020 to Jan 2022
- TIAANov 2018 to Nov 2020
- Raymond James Financial Services, IncJan 2017 to Nov 2018
- First Mid Wealth Management CoJan 2017 to Oct 2018
- Altadonna Wealth ManagementMar 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 6241596
- Firm CRD
- 20804