Milford, MI 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
155 E Commerce, #103
Milford MI 48381
Advisors at this office
2
Advisors at this office
Eric N
ChFC®, Series 63
Milford, MI
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Eric Nichols is a financial advisor with United Planners' Financial Services of America, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience and has been affiliated with United Planners since 2009. Nichols also has longstanding involvement in real estate sales, rental properties, and property management through multiple business ventures dating back to the 1980s. United Planners Financial Services is a national wealth-management firm serving a diverse client base, including individuals, retirement plans, corporations, and trusts. The firm operates through independent Investment Adviser Representatives and offers both advisory and brokerage services, utilizing various custodians and third-party money managers to implement client strategies.
Michael Z
Series 66
Milford, MI
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Michael Zurek is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. He has seven years of industry experience and has held roles including Director of Client Relations at Nichols Financial Inc. Outside of his advisory work, he coordinates Financial Peace University in Brighton, MI, focusing on teaching and coaching. United Planners Financial Services serves a diverse client base, including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform with multiple custodians and third-party money managers.
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