Kevin Andrew Schlarman

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

• 10/2016 → Present
  Mccrate, Delaet & Co Cpa
  Sidney, OH
• 07/2012 → 10/2016
  Alliance Data Systems Corp
  Columbus, OH
• 10/2017 → 10/2019
  1St Global Capital Corp
  Sidney, OH
• 10/2017 → 10/2019
  1St Global Advisors, Inc.
  Sidney, OH
• 10/2019 → 09/2022
  Avantax Advisory Services
  Sidney, OH
• 10/2019 → 09/2022
  Avantax Investment Services, Inc.
  Sidney, OH
• 09/2022 → Present
  United Planners Financial Services
  Scottsdale, AZ

Previous Registrations

• 2019-10-25 → 2022-09-12
  Avantax Advisory Services
  Irving, TX
• 2017-10-06 → 2019-10-25
  1St Global Advisors Inc
  Sidney, OH

Other Businesses

1.) MCCRATE WEALTH MANAGEMENT, LLC - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - SIDNEY, OH - SINCE 05/2022 - INVESTMENT RELATED 2.) MCCRATE DELAET & CO. CPA - SHAREHOLDER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - SIDNEY, OH - SINCE 10/2016 - NOT INVESTMENT RELATED 3.) MCCRATE WEALTH MANAGEMENT LLC - OWNER - SOLE PURPOSES OF THIS ENTITY IS TO HOLD LIMITED PARTNERSHIP SHARES OF UNITED PLANNERS - SIDNEY, OH - SINCE 09/2022 - NOT INVESTMENT RELATED 4.) S&H PRODUCTS - BOARD MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - SIDNEY, OH - SINCE 01/2024 - NOT INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2017-10-06

Designations

• Certified Financial Planner