William Schindler
William Schindler is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Trappe, PA, with 32 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
115 West Main Street, 2nd FLOOR, STE. C, Trappe, PA, 19426
Get directionsHistory
Regulatory History (3)
Customer Dispute
November 2001Customer Dispute
July 2000Employment Separation After Allegations
May 2000Other Business ActivitiesSells Insurance
William is an insurance agent selling non-variable insurance since August 2023. He is also a managing partner in Capital Legacy Partners, LLC and Schindler Financial Associates, LLC.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Semus Wealth Partners, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Lincoln Financial Advisors CorporationBroker
Nylife Securities LLCBroker
Woodbury Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
Lutheran Brotherhood Securities CORP.Broker
State Registrations18 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.