Reese Stiller
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
16 yearsExperience
2 statesRegistered 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
16 years in the industry.
- United Planners' Financial Services of America A Limited PartnerSep 2025 to now
- United PlannersSep 2025 to now
- Eon Management LLCApr 2025 to now
- Oneamerica SecuritiesAug 2021 to Sep 2025
- American United LifeJul 2021 to Dec 2024
- W&s Brokerage ServicesNov 2020 to Jul 2021
- Western Southern LifeAug 2020 to Jul 2021
- First United National BankJul 2020 to Aug 2020
- Rds Lawn ServicesApr 2020 to Aug 2020
- StudentAug 2019 to Apr 2020
- Holiday Inn Express & SuitesJun 2018 to Apr 2019
- WalmartAug 2017 to Aug 2019
- UnemployedMay 2017 to Aug 2017
- StudentAug 2010 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
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
- 7316723
- Firm CRD
- 20804