Hillary Joy Meister
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
11 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
11 years in the industry.
- United Planners' Financial Services of America A Limited PartnerSep 2025 to now
- Insurance CenterAug 2025 to now
- United Planners Financial ServicesApr 2025 to now
- Investment CenterNov 2024 to now
- Plain & Simple, LLCJan 2023 to now
- Honkamp & Co.Jun 2021 to Oct 2024
- University of DubuqueAug 2017 to May 2021
- Sumner-fredericksburg High SchoolJan 2015 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 8000203
- Firm CRD
- 20804