Darren Schneck
Darren Schneck is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Scottsdale, AZ, with 25 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
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ, 85258
Get directionsHistory
Regulatory History (2)
Customer Dispute
December 2006Customer Dispute
March 2001Other Business Activities
Darren is the president of Capital Asset Management LLC, a tax flow-through LLC, since 2009. This activity is not investment related.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited Partner
Previous Registrations
United Planners' Financial Services of America a Limited Partner
Scf Investment Advisors, INC.
National Asset Management, INC.
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
Morgan Stanley
State Registrations1 state
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.