Joshua Eller
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
10 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
10 years in the industry.
- United Planners' Financial Services of America A Limited PartnerMay 2026 to now
- United Planners Financial ServicesMay 2026 to now
- Ameriprise Financial Services, LLCMay 2025 to May 2026
- United Planners Financial ServicesAug 2023 to May 2025
- LPL Financial LLCMar 2023 to Jul 2023
- Valic Financial AdvisorsJul 2022 to Mar 2023
- AIGJun 2020 to Jul 2022
- UnemployedDec 2019 to Jun 2020
- Bank of America, N.A.Feb 2019 to Dec 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedFeb 2019 to Dec 2019
- JPMorgan Chase Bank NAMar 2018 to Feb 2019
- JPMorgan Securities LLCMar 2018 to Feb 2019
- Uber Technologies (xchange Leasing)Feb 2017 to Dec 2017
- Edward JonesJan 2016 to Feb 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
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
- 6330424
- Firm CRD
- 20804