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Neil G
CFP®, Series 63
Sioux Falls, SD
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Neil Graff is a CFP® professional with 39 years of experience in the financial services industry. He is affiliated with United Planners' Financial Services of America as a Limited Partner and has held roles at Eide Bailly Securities and related entities from 2004 to 2019. Since 2019, he has operated Neil Graff Independent Insurance. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform using multiple custodians and third-party managers, offering both fee-based and commission-based solutions through its network of 477 independent advisors.
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