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Kenneth Leroy Bowers

United Planners' Financial Services OF America A Limited Partner

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About Kenneth Leroy Bowers

Kenneth Leroy Bowers is a financial advisor based in Albuquerque, NM. Kenneth has been in the financial services industry since 1989 and is currently registered with United Planners' Financial Services of America A Limited Partner. Kenneth holds both Series 6 and 63 licenses as well as Series 26 and 51. In addition to his current role, Kenneth has experience working with various firms including Gradient Securities, LLC, Cetera Advisor Networks LLC, Pension Planners Securities, Inc., USAllianz Securities, Inc., and Pruco Securities Corporation. Kenneth's areas of specialization include retirement planning, wealth management, and insurance. He is also a licensed life insurance agent and has experience in real estate.

Firm Information

Kenneth Bowers 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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Kenneth Bowers’s Registration & Firm History

AZ

11/08/2021 - Present

United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)

NM

11/09/2016 - 11/08/2021

GRADIENT SECURITIES, LLC (ALBUQUERQUE NM)

NM

08/13/2008 - 11/11/2016

CETERA ADVISOR NETWORKS LLC (ALBUQUERQUE NM)

NM

09/25/2002 - 08/13/2008

PENSION PLANNERS SECURITIES, INC. (ALBUQUERQUE NM)

MN

02/10/2000 - 09/27/2002

USALLIANZ SECURITIES, INC. (MINNEAPOLIS MN)

CA

12/17/1996 - 02/04/2000

PENSION PLANNERS SECURITIES, INC. (SACRAMENTO CA)

CA

04/16/1993 - 11/18/1996

ARAGON FINANCIAL SERVICES, INC. (IRVINE CA)

NE

05/25/1994 - 10/24/1994

SECURITIES AMERICA, INC. (LAVISTA NE)

NA

02/06/1989 - 08/14/1991

PRUCO SECURITIES CORPORATION

NA

02/06/1989 - 08/14/1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

NJ

09/22/1988 - 08/14/1991

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

09/22/1988 - 08/14/1991

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 06/16/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/10/1989

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/28/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 12/22/2000

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 09/07/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/21/1988

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kenneth Leroy Bowers.
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