Marty Schimp
Marty Schimp is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Clarion, IA, with 35 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
119 Central Ave W, Clarion, IA, 50525
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Regulatory History (1)
Customer Dispute
November 1996Other Business ActivitiesSells Insurance
Marty is a financial advisor with Bradford Financial Center since 2006 and an agent for non-variable insurance with Bradford Insurance since 1994. He is also the president of MWS Financial LLC, an LLC for tax purposes, since 2022.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Bradford Financial Center
Previous Registrations
Multi-Financial Securities CorporationBroker
Royal Alliance Associates, INC.Broker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations10 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.