Cortney Kitchen
Cortney Kitchen is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Fort Wayne, IN, 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
4315 Flagstaff Cove, Fort Wayne, IN, 46815
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Regulatory History (1)
Customer Dispute
April 2005Other Business ActivitiesSells Insurance
Cortney has been an insurance agent selling non-variable insurance since 1994. She is also a partner in Capital Advisory Partners, LLC, since 2005, which serves as both a marketing name and the actual business entity.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Profed Financial Advisors
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations14 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.