Kennewick, WA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$12,320,030,643
ClientsTotal clients
30,039
AdvisorsAdvisors at this office
2
Of 365 advisors across 204 offices
Location
8127 W. Klamath Court, Ste. B
Kennewick WA 99336
Advisors at this office
2
Advisors at this office
Mary G
Series 63, Series 65
Kennewick, WA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Mary Gies is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been involved with United Planners since 1997 and is an active member of the Tri City Estate Planning Council. Mary also serves on the board of the Richland Education Foundation and previously operated Gies Associates LLC. United Planners Financial Services supports 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 an open-architecture platform with multiple custodians and third-party money managers.
Cheryl H
Series 66
Kennewick, WA
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Cheryl Hirss is a financial advisor with United Planners Financial Services of America, holding a Series 66 designation and 21 years of industry experience. Her prior work includes roles at Gies Associates, LLC and her own entities, Cheryl Hirss LLC and Cheryl and Galen Hirss. Outside of advisory services, she is involved in real estate sales and property management through Cheryl and Galen Hirss. United Planners Financial Services serves a diverse range of clients including individuals, corporations, charitable organizations, retirement plans, and institutional entities. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, offering both fee-based and commission-based solutions through a network of 477 independent Investment Advisor Representatives.
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