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Stuart K
Series 63, Series 66
Carlsbad, CA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Stuart Kesselhaut is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 66 credentials. He has 33 years of industry experience, including roles at Lombardi Group and Financial Resource Network. In addition to his advisory work, he serves as treasurer of the Kesselhaut Family Foundation. United Planners serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based options through its network of 477 independent Investment Advisor Representatives.
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