Neil Howard Graff

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

• 05/2004 → 01/2019
  Eide Bailly Financial Services/ Eide Bailly Securities
  Sioux Falls, SD
• 05/2004 → 01/2019
  Eide Bailly Advisors
  Minneapolis, MN
• 05/2004 → 01/2019
  Eide Bailly Agency/E4 Brokerage
  Minneapolis, MN
• 09/2015 → Present
  United Planners' Financial Services
  Scottsdale, AZ
• 05/2004 → 01/2019
  Eide Bailly Securities
  Sioux Falls, SD
• 04/2019 → Present
  Neil Graff Independent Insurance
  Sioux Falls, SD

Previous Registrations

• 2004-05-26 → 2019-01-23
  Eide Bailly Advisors, Llc
  Sioux Falls, SD
  Sioux Falls, SD
• 2001-01-12 → 2004-06-01
  Woodbury Financial Services, Inc.
  Sioux Falls, SD

Other Businesses

1.) GRAFF CAPITAL - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - SIOUX FALLS, SD - SINCE 04/2019 - INVESTMENT RELATED 2.) NEIL GRAFF INDEPENDENT INSURANCE - INSURANCE AGENT - NON-VARIABLE INSURANCE - SIOUX FALLS, SD - SINCE 04/2019 - INVESTMENT RELATED

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-11-21

Designations

• Certified Financial Planner