Jordan Edward Rethman
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
14 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
14 years in the industry.
- United Planners' Financial Services of America A Limited PartnerNov 2022 to now
- United Planners Financial ServicesOct 2022 to now
- Mccrate, Delaet & CompanyOct 2020 to now
- Seepex Inc.Jun 2016 to Oct 2020
- Nextgen Federal SystemsMay 2016 to Jul 2017
- Wright State UniversityOct 2012 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (OH).
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
- 7605445
- Firm CRD
- 20804