Eau Claire, WI Office

Angela Baggett is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 18 years of industry experience, including roles at Zyia and Triad Advisors, Inc. Outside of her advisory work, she is a representative for an activewear company. United Planners Financial Services is a national wealth-management enterprise serving a broad client base that includes individuals, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and employs a mix of custodians and third-party managers, with a majority of assets managed on a non-discretionary basis.

Karlyn Etheridge is a financial advisor at United Planners Financial Services of America with 19 years of industry experience. She holds a Series 66 designation and has worked with firms including LPL Financial, Triad Advisors, and Bernicke Wealth Management. Outside of finance, she co-owns a cattle operation in Eau Claire, Wisconsin, which she has managed since 1990. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through a network of independent representatives. The firm offers advisory and brokerage services, focusing on both discretionary and non-discretionary account management, and operates under a limited-partnership ownership structure.

Michael Brahmer is a CFP® with 21 years of industry experience, currently associated with United Planners' Financial Services of America as a Limited Partner. He has held roles at Decades Financial, LLC and Bernicke Wealth Management, Ltd., among others. Outside of his advisory work, he is involved with Decades Financial, LLC, which provides tax advice, and holds a license as a non-variable insurance agent. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm delivers advisory and brokerage services through independent representatives and utilizes a combination of custodians and third-party managers to implement investment strategies, with a significant portion of assets managed on a non-discretionary basis.