Westfield, NJ 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
704 Lenox Ave
Westfield NJ 07090
Advisors at this office
2
Advisors at this office
Lisa K
Series 63, Series 65
Westfield, NJ
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Lisa Kops Wendel is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She has been with United Planners since 2009 and previously worked at Phage Partners LLC. Additionally, she is president of Wendel Financial Group, a marketing entity unrelated to investment activities. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, retirement plans, and institutional clients. The firm offers financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.
Devin W
Series 66
Westfield, NJ
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Devin Wendel is a financial advisor at United Planners Financial Services of America with two years of industry experience. He holds the Series 66 designation and has worked at United Planners Financial Services and Wendel Financial Group since 2023. Outside of his advisory role, he is involved as a Data Solutions Architect for AI fintech firms Mega Stock Picker Inc and My Stock Picker Inc. 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. The firm operates as both a registered investment adviser and broker-dealer, with a distinctive limited partnership ownership structure held mostly by financial professionals.
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