William Artmann
William Artmann is a CFP, ChFC-designated registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Jackson, MS, with 40 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Retirement Planning, Tax Planning. Their firm serves 26,942 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners' financial professionals offer portfolio management services for a fee, also known as an advisory fee. This fee is determined based on the complexity of the service, knowledge, skill, technology, and access warranted to satisfy the client's needs. The advisory fee may also include financial planning and consulting services. The maximum advisory fee is 3.0% annually, but may be lower for Pershing accounts due to a separate program fee. United Planners does not have a minimum advisory fee or a predetermined fee schedule.
Location
1880 Lakeland Drive, Ste B, Jackson, MS, 39216
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Regulatory History (1)
Customer Dispute
August 2005Other Business ActivitiesSells Insurance
William has been an agent for non-variable insurance since 1985 and owns Professional Planning Consultants, a DBA for marketing purposes. He also works as a high school and college football referee since 1981.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Securities America, INC.Broker
Securities America Advisors, INC.
Investacorp Advisory Services INC
Investacorp, INC.Broker
Titan/value Equities Group, INC.Broker
State Registrations17 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.