Thomas J Schulgen
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
17 yearsExperience
1 stateRegistered in
$12.8BFirm assets
26 yearsFirm in business
Are you Thomas J Schulgen? Claim your profile
Contact this firm
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
17 years in the industry.
- United Planners Financial ServicesSep 2026 to now
- United Planners' Financial Services of America A Limited PartnerApr 2025 to now
- Haddon Agency LLCSep 2009 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2022
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
- 7203472
- Firm CRD
- 20804