Laura Lee Sydenstricker
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
13 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
13 years in the industry.
- United Planners' Financial Services of America A Limited PartnerMay 2024 to now
- United Planners Financial ServicesMay 2024 to now
- Mount Juliet AdvisorsJan 2018 to now
- Laura SydenstrickerDec 2021 to Mar 2026
- Scf Investment Advisors, Inc.Jun 2019 to May 2024
- Scf Securities, Inc.Jul 2018 to May 2024
- Rockstar Academy of DanceAug 2015 to Jan 2018
- LtcgJan 2014 to Jan 2018
- ST. Frances CabainiAug 2013 to Sep 2019
Exams passed
- Series 66 · Uniform Combined State Law2019
State registrations
Registered as an investment adviser representative in 1 state (TN).
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
- 6898926
- Firm CRD
- 20804