Steven Keith Van Wyngarden

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

• 01/2013 → 06/2021
  Cetera Advisor Networks Llc
  El Segundo, AR
• 09/2005 → 06/2021
  Profed Financial Advisors
  Fort Wayne, IN
• 06/2021 → Present
  United Planners Financial Services Of America
  Scottsdale, AZ
• 01/1992 → Present
  Steven K. Van Wyngarden
  Fort Wayne, IN

Previous Registrations

• 2005-10-03 → 2021-08-30
  Profed Financial Advisors
  Fort Wayne, IN
• 2005-09-20 → 2021-06-07
  Cetera Wealth Services, Llc
  Ft. Wayne, IN
  Fort Wayne, IN
• 1998-12-16 → 2005-09-22
  Ubs Financial Services Inc.
  Ft. Wayne, IN

Other Businesses

1.) STEVEN K. VAN WYNGARDEN - INSURANCE AGENT - NON-VARIABLE INSURANCE - FORT WAYNE, IN - SINCE 01/1992 - INVESTMENT RELATED 2.) CAPITAL ADVISORY PARTNERS, LLC - PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - FORT WAYNE, IN - SINCE 09/2005 - INVESTMENT RELATED 3.) CAPITAL ADVISORY PARTNERS, LLC - PARTNER - LLC-ACTUAL BUSINESS ENTITY - FORT WAYNE, IN - SINCE 09/2005 - INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-05-11
• S63 Uniform Securities Agent State Law Examination
  1991-07-30

Other Names

• Steven Keith Vanwyngarden