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Thomas Stark

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

Updated today

Location

Wichita, KS

Credentials

Series 63, Series 65

Industry experience

37 years

About

Thomas Stark is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 licenses. He has 37 years of industry experience and has worked with firms including Securities America Advisors and National Planning Corporation. He is the owner of OnPoint Financial and serves as trustee for the Riley H Denton Revocable Trust. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party money managers, offering a range of advisory models with both fee-based and commission-based options.

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

Wichita, KS

Most active in

Kansas · Texas

Work history

United Planners

2023 - Present (3 years)

Securities America Advisors

2020 - Present (6 years)

Securities America, inc.

2020 - Present (6 years)

IFS Advisors DBA Insight Financial Services

2017 - Present (9 years)

Securities Service Network

2017 - 2020 (3 years)

Riley H Denton Revocable Trust

2009 - Present (17 years)

National Planning Corporation

2006 - 2017 (11 years)

Thomas R Stark

1987 - Present (39 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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Annuities Life insurance needs analysis General retirement planning Cash flow / budgeting General tax planning
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Series 63, Series 66

Rose Hill, KS

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Wichita, KS

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General retirement planning Medicare planning Roth conversion strategy Life insurance needs analysis Long-term care insurance Founder/Business Owner Retired
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Wichita, KS

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Haysville, KS

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Passive / index investing General retirement planning
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