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Michael Krouse

Advisor at UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Updated today

Location

Huntsville, OH 43324

Credentials

Series 66

Industry experience

21 years

About

Michael Krouse is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has 21 years of industry experience and has worked with United Planners since 2015. Krouse also operates Michael Krouse Independent Insurance and has been affiliated with Clark Financial Group since 2008. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of independent advisors using an open-architecture platform with multiple custodians and third-party money managers.

Client services

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Retirement income strategy Social Security optimization Cash flow / budgeting Wealth management

Occupation focus

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Founder/Business Owner Retired Executive

Demographic focus

Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner

Established Professionals

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Fee options

Fixed

Financial Planning/Consulting Fees may be fixed (flat) fees; negotiated individually.

Percentage

$0+: Advisory Fee negotiated individually, up to 3.0% annually maximum $0+: Pershing Program Fee (tiered): ranges 0.19% to 0.05% depending on size; minimum $125/year billed quarterly $0+: TPC Admin Fee: $8 per account per month $0+: Pershing UPlan Program Fee (tiered): 0.19% to 0.05% with $125 annual minimum $0+: Pershing UPlan II Program Fee (tiered): 0.12% to 0.05% with $125 annual minimum $0+: Pershing DIY Program Fee (tiered): 0.19% to 0.05% with $125 annual minimum

Commissions

Commission-based products available through BD capacity; commissions vary by product.

Project-based

Financial Planning/Consulting Fees may be hourly; negotiated individually.

Other

Account minimum: $10,000 for some account types; $25,000 for others; $100,000 for others; varies by account type and custodian; exceptions may be granted case-by-case Fee-only: Financial Planning/Consulting Fees can be fixed or hourly; negotiated individually; can be one-time or ongoing; initial deposit up to half of fee may be requested.

Location

7465 Sr 366, Ste A

Huntsville, OH 43324

Most active in

Ohio

Work history

United Planners' Financial Services

2015 - Present (11 years)

Clark Financial Group

2008 - Present (18 years)

Michael Krouse Independent Insurance

2005 - Present (21 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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