Devin Scott Wendel
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
12 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
12 years in the industry.
- United Planners' Financial Services of America A Limited PartnerApr 2024 to now
- United Planners Financial ServicesJun 2023 to now
- Wendel Financial GroupApr 2023 to now
- Bentley University-full Time EducationAug 2018 to now
- EtfmgJul 2021 to Aug 2021
- United Planners Financial ServicesMay 2020 to Sep 2020
- United Planners Financial ServicesMay 2019 to Sep 2019
- Westfield High SchoolSep 2014 to Jun 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (NJ).
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
- 7121526
- Firm CRD
- 20804