Timothy Mangus
Timothy Mangus is a registered investment advisor at United Planners' Financial Services of America a Limited Partner, based in Mansfield, TX, with 18 years of industry experience. Timothy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 30,369 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
United Planners does not set a firm-wide investment management fee schedule. Instead, your advisor will determine an advisory fee based on the complexity of your portfolio, the services provided, and the platform used.
- The maximum annual advisory fee cannot exceed 3% of your portfolio.
- Depending on the account type (such as Pershing UPlan or third-party custodian accounts), there may be additional administration or program fees ranging from 0.05% to 0.19% per year, or flat monthly fees (such as $8 per month for certain custodian accounts).
- Your advisor will discuss and agree upon the specific fee structure with you before managing your investments.
Location
Mansfield, TX
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2019Other Business ActivitiesSells Insurance
Timothy works as an insurance salesman, dedicating about 10-20% of his time to selling insurance products. He also works as an advisor for PFG Advisors, assisting clients at Lonestar Credit Union, also dedicating about 10-20% of his time.
Employment History
Current Registrations
United Planners' Financial Services of America a Limited PartnerBroker
Pfg Advisors
Previous Registrations
Osaic Wealth, INC.Broker
Securities America, INC.Broker
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
TD Ameritrade, INC.
TD Ameritrade Investment Management, LLC
TD Ameritrade, INC.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations5 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.
Exams
More Advisors
- Naomi Rhodes, CFPWells Fargo Advisors
- Kaylynn Dalebout, PFSWealth Management
- Stephanie Woehr, CFPEdward Jones
- Keith Rogers, CFPEdward Jones
- Grayson Tennison, CFPEdward Jones
- Robert Schulz, CFPSchulz Wealth, LTD.