William Beran
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 Fidelity Funding CorporationDec 2024 to now
- United Planners' Financial Services of America A Limited PartnerAug 2021 to now
- United Planners Financial ServicesJul 2021 to now
- Novus Home MortgageJul 2021 to Nov 2021
- Ilending Mortgage LLC.Jul 2020 to Dec 2024
- Scottsdale Wealth Advisory Group, PllcNov 2019 to Jul 2021
- Axberg Wealth ManagementAug 2019 to Jul 2021
- USA Financial SecuritiesAug 2019 to Jul 2021
- Bank of America, N.A.May 2017 to Jul 2019
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2016 to Jul 2019
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 6688625
- Firm CRD
- 20804