Seth Micah Lippincott
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
10 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
10 years in the industry.
- Seth Micah LippincottMar 2023 to now
- United Planners' Financial Services of America A Limited PartnerMar 2022 to now
- United Planners Financial ServicesNov 2021 to now
- Lippincott Financial & Insurance ServicesJun 2021 to now
- Tonto Rim Christian CampMay 2020 to Jul 2020
- Tonto Rim Christian CampMay 2019 to Aug 2019
- Grand Canyon University Mail CenterSep 2018 to Apr 2021
- Grand Canyon UniversityAug 2018 to Apr 2021
- City of Tulare Parks & Rec.May 2018 to Jul 2018
- UnemployedAug 2017 to May 2018
- City of Tulare Parks & Rec.May 2017 to Jul 2017
- UnemployedAug 2016 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7400609
- Firm CRD
- 20804