Michael Krouse
Michael Krouse is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Scottsdale, AZ, with 21 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 E. Doubletree Ranch Road #120, Scottsdale, AZ, 85258-2023
Get directionsHistory
Regulatory History (1)
Judgment / Lien
December 2007Other Business ActivitiesSells Insurance
Michael is an agent/rep for Clark Financial Group, providing insurance and financial services since 2009. He is also an associate for non-variable insurance since 2005, and uses Clark Financial Group as a DBA for marketing purposes since 2008.
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
Sunset Financial Services, INC.
Sunset Financial Services, INC.Broker
New England SecuritiesBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations3 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.