Kevin Andrew Schlarman
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$12.8BFirm assets
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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 PartnerSep 2022 to now
- United Planners Financial ServicesSep 2022 to now
- Mccrate, Delaet & Co CpaOct 2016 to now
- Avantax Advisory ServicesOct 2019 to Sep 2022
- Avantax Investment Services, Inc.Oct 2019 to Sep 2022
- 1st Global Advisors, Inc.Oct 2017 to Oct 2019
- 1st Global Capital CorpOct 2017 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2017
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 6821954
- Firm CRD
- 20804