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Alexander Barta

United Planners' Financial Services OF America A Limited Partner

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About Alexander Barta

Alexander Barta is a financial advisor with United Planners' Financial Services of America A Limited Partner. Alexander has been in the financial services industry since May 2021. Alexander is registered as a Registered Representative (Series 66) and as an Investment Advisor Representative in Wisconsin. Alexander is also a General Securities Principal (Series 24). Alexander specializes in Retirement Planning, College Savings, Estate Planning, and Insurance.

Firm Information

Alexander Barta is currently registered with United Planners' Financial Services OF America A Limited Partner. United Planners' Financial Services OF America A Limited Partner is a registered investment advisor headquartered in Scottsdale, Arizona. Founded in 1987, the firm has a long history of providing financial planning and investment management services to individuals, families, businesses, and charitable organizations. With over 450 licensed agents, investment advisor representatives, and registered representatives, United Planners provides a wide range of advisory services, including financial planning, pension consulting, and portfolio management. The firm manages over $9 billion in assets for its clients.
United Planners' Financial Services OF America A Limited Partner

7333 EAST DOUBLETREE RANCH RD, SUITE 120

SCOTTSDALE, AZ 85258

$9.33B

Assets Under Management

111

Total Clients

425

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Alexander Barta’s Registration & Firm History

WI

06/10/2021 - Present

United Planners' Financial Services OF America A Limited Partner (HARTLAND WI)

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Licenses & Designations

BOTH

Issued 06/09/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/01/2021

Series 24 - General Securities Principal Examination

BC

Issued 05/26/2021

Series 7TO - General Securities Representative Examination

BC

Issued 05/07/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alexander Barta.
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