Michael Alan Pomerantz

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2002 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 08/1997 → Present
  Backal Pomerantz Wealth Management
  Cherry Hill, NJ
• 07/2005 → Present
  Backal Pomerantz Wealth Management
  Cherry Hill, NJ
• 08/1997 → Present
  Backal Pomerantz Wealth Management
  Cherry Hill, NJ
• 10/1995 → Present
  Michael Pomerantz
  Cherry Hill, NJ

Previous Registrations

• 2002-06-06 → 2002-08-30
  Prudential Equity Group, Llc
  Marlton, NJ

Other Businesses

1.) BACKAL POMERANTZ WEALTH MANAGEMENT - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - CHERRY HILL, NJ - SINCE 07/2005 - INVESTMENT RELATED 2.) BACKAL POMERANTZ WEALTH MANAGEMENT - PARTNER - NON-VARIABLE INSURANCE - CHERRY HILL, NJ - SINCE 08/1997 - INVESTMENT RELATED 3.) MICHAEL POMERANTZ - PARTNER - NON-VARIABLE INSURANCE - CHERRY HILL, NJ - SINCE 10/1995 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-12
• S63 Uniform Securities Agent State Law Examination
  1996-12-02