Elijah N Busch
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
11 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
11 years in the industry.
- United Planners' Financial Services of America A Limited PartnerSep 2025 to now
- United PlannersSep 2025 to now
- J.O.A.N LLCApr 2025 to now
- Top Point Insurance LLCAug 2021 to now
- Eli Nelson BuschAug 2015 to now
- Oneamerica SecuritiesAug 2021 to Sep 2025
- American United LifeJul 2021 to Sep 2025
- W&s Brokerage ServiceDec 2015 to Jul 2021
- Western and Southern LifeSep 2015 to Jul 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2017
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6592950
- Firm CRD
- 20804