AL
United Planners' Financial Services of America A Limited PartnerAdam Lee Cohler
Financial professional
Marlton, New Jersey
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Historical source listing. Affiliation, role, and contacts are from the supplied broker directory. Check the linked professional record and confirm current details with the firm.
Meet Thomas.
The supplied broker directory lists Thomas J Schulgen with United Planners' Financial Services of America A Limited Partner in Voorhees, New Jersey. The recorded professional role is registered assistant. Confirm current affiliation and services directly before making contact.
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- Areas of focus
- Advisor Assistant
- Credentials recorded in sources
- Not recorded in this profile.
- Investment minimum
- Confirm directly with the firm.
- Fees & compensation
- Request the current fee schedule and compensation disclosures.
- Contact verification
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01Which services do you offer for someone with my goals?
02How do your fees and other compensation work?
03Who will I work with, and how often will we meet?
UPF
United Planners' Financial Services of America A Limited Partner
31 listed professionals
United Planners' Financial Services of America A Limited Partner is listed as a broker-dealer affiliation in the supplied professional directory. Explore the associated professional profiles and their recorded branch locations.
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Imported September 16, 2026 from a workbook created in September 2023. The data snapshot date was not specified. Location: Branch city/state in supplied broker directory; current affiliation unverified. Listing does not imply participation, endorsement, or availability for new clients.
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