EK
Eric H. Kodish
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Moorstown, NJ 08057
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CRD#: 5873785
EK
Professional summary
Eric Howard Kodish, CFP®, who also goes by Eric Kodish, is a registered financial advisor currently at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Moorstown, New Jersey.
Eric is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2011. Eric has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Eric Kodish
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) 360 FINANCIAL SERVICES LLC - MANAGING MEMBER - DBA NAME FOR MARKETING PURPOSES ONLY - MOORESTOWN, NJ - SINCE 10/2016 - INVESTMENT RELATED 2.) OCEAN TAX CONSULTANTS LLC - MANAGING MEMBER - TAX PREPARATION/ACCOUNT/BOOKKEEPING/CPA - MANAHAWKIN, NJ - SINCE 11/2016 - NOT INVESTMENT RELATED 3.) 360 CPA SERVICES LLC - MANAGING MEMBER - TAX PREPARATION/ACCOUNT/BOOKKEEPING/CPA - MORESTOWN, NJ - SINCE 10/2016 - NOT INVESTMENT RELATED 4.) OCEAN TAX - MANAGING MEMBER - NOT CURRENTLY USED, REQUIRED BY THE STATE OF NJ TO KEEP OPEN TO RECEIVE PAYMENT FOR PRIOR SERVICES RENDERED, WAS ALTERNATE NAME REGISTERED TO 360 CPA SERVICES LLC - MOORESTOWN, NJ - SINCE 10/2016 - NOT INVESTMENT RELATED 5.) AMBER KODISH - PROPERTY MANAGEMENT - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MOORESTOWN, NJ - SINCE 08/2018 - INVESTMENT RELATED 6.) TYDEV ENTERPRISES LLC - MEMBER- REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MOORESTOWN, NJ - SINCE 01/2019 - INVESTMENT RELATED 7.) KODISH FAMILY LLC - MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MOORESTOWN, NJ - SINCE 01/2019 - INVESTMENT RELATED 8.) RUFFLED FEATHERS HORSE FARM LLC - MANAGING MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MT. AIRY, MD - SINCE 10/2019 - INVESTMENT RELATED 9.) RUFFLED FEATHERS SOUTH LLC - MANAGING MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - LOXAHATCHEE, FL - SINCE 09/2021 - INVESTMENT RELATED 10.) 360 FINANCIAL SERVICES LLC - MANAGING MEMBER - LLC - MOORESTOWN, NJ - SINCE 10/2016 - NOT INVESTMENT RELATED 11.) REAL ESTATE MANAGEMENT RENTALS - PROPERTY MANAGER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MOORESTOWN, NJ - SINCE 08/2018 - INVESTMENT RELATED 12.) MOOCOW 21 LLC - MANAGING MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MT. AIRY, MD - SINCE 04/2024 - INVESTMENT RELATED 13.) AMERIC LLC - MANAGING MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MT. AIRY, MD - SINCE 04/2024 - INVESTMENT RELATED 14.) CLUCKCHICKEN 23 LLC - MANAGING MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MT. AIRY, MD - SINCE 04/2024 - INVESTMENT RELATED 15.) TURTLE 21 LLC - MANAGING MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MT. AIRY, MD - SINCE 12/2024 - INVESTMENT RELATED
CRS (Client Relationship Summary) - RIA
Click below to view Eric Howard Kodish's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Eric Howard Kodish's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
October 7, 2016 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Office #1: 701 Cox Road, Moorstown, NJ 08057Office #2: 1155 Rt 72 West, Manahawkin, NJ 08050RIA
BD
CRD#: 20804
Moorstown, NJ
Current
October 7, 2016 - Present
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Office #1: 701 Cox Road, Moorstown, NJ 08057Office #2: 1155 Rt 72 West, Manahawkin, NJ 08050RIA
BD
CRD#: 20804
Moorstown, NJ
Past
February 8, 2012 - October 10, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
MARLTON, NJ
Past
November 22, 2011 - October 10, 2016
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MARLTON, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UP
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
APEX RETIREMENT CONSULTING LLC | YEECORP FINANCIAL | WIRE TO WIRE WEALTH | WENDEL FINANCIAL GROUP | WEALTH AVENUE | VOYAGE PARTNERS FINANCIAL STRATEGIES, LLC | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA | UNITED PLANNERS FINANCIAL SERVICES | UNITED PLANNERS | TRIBUTE FINANCIAL INC. | STEWARDSHIP AMERICA FINANCIAL | SKYE FINANCIAL SERVICES, INC | SKS RETIREMENT SOLUTIONS | RIVERCREST FINANCIAL | RINGENBERG FINANCIAL GROUP | RETIREMENT & MONEY STRATEGIES | PALMER NUNN WEALTH MANAGEMENT | MUNKEBY KRAMER | MARION WEALTH MANAGEMENT GROUP | MABE FINANCIAL GROUP | LONG VIEW FINANCIAL SERVICES, INC. | LEE STOERZINGER, INC. | KILMER & COMPANY | INVESTMENT CENTER | HF CAPITAL GROUP LLC | HEMINGWAY WEALTH MANAGEMENT, LLC | GUIDANT PLANNING, INC | GOTTA RETIREMENT SERVICES, INC. | GER LOFTIN WEALTH ADVISORS, LLC | FULL CIRCLE FINANCIAL | FOOTHILL FINANCIAL GROUP | FIRESKY FINANCIAL INC. | FINANCIAL PLANNING ADVISORS, INC. | CATALYST FINANCIAL STRATEGIES LLC | CAPITAL LEGACY PARTNERS, LLC | BROOKHAVEN WEALTH MANAGEMENT INC. | BERAN FINANCIAL PARTNERS
CRD#: 20804 / SEC#: 801-57198, 8-38485
RIA
Registered Investment Advisory firm - SEC (1/28/2000 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Colorado(9/9/2021)
RR
Delaware(10/7/2016)
RR
Florida(10/7/2016)
RR
Georgia(10/7/2016)
RR
Maryland(10/7/2016)
RR
New Jersey(10/7/2016)
IAR
New Jersey(10/7/2016)
RR
New Mexico(11/25/2019)
RR
North Carolina(4/24/2024)
RR
Pennsylvania(10/7/2016)
RR
South Carolina(6/18/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
UP
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
APEX RETIREMENT CONSULTING LLC | YEECORP FINANCIAL | WIRE TO WIRE WEALTH | WENDEL FINANCIAL GROUP | WEALTH AVENUE | VOYAGE PARTNERS FINANCIAL STRATEGIES, LLC | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA | UNITED PLANNERS FINANCIAL SERVICES | UNITED PLANNERS | TRIBUTE FINANCIAL INC. | STEWARDSHIP AMERICA FINANCIAL | SKYE FINANCIAL SERVICES, INC | SKS RETIREMENT SOLUTIONS | RIVERCREST FINANCIAL | RINGENBERG FINANCIAL GROUP | RETIREMENT & MONEY STRATEGIES | PALMER NUNN WEALTH MANAGEMENT | MUNKEBY KRAMER | MARION WEALTH MANAGEMENT GROUP | MABE FINANCIAL GROUP | LONG VIEW FINANCIAL SERVICES, INC. | LEE STOERZINGER, INC. | KILMER & COMPANY | INVESTMENT CENTER | HF CAPITAL GROUP LLC | HEMINGWAY WEALTH MANAGEMENT, LLC | GUIDANT PLANNING, INC | GOTTA RETIREMENT SERVICES, INC. | GER LOFTIN WEALTH ADVISORS, LLC | FULL CIRCLE FINANCIAL | FOOTHILL FINANCIAL GROUP | FIRESKY FINANCIAL INC. | FINANCIAL PLANNING ADVISORS, INC. | CATALYST FINANCIAL STRATEGIES LLC | CAPITAL LEGACY PARTNERS, LLC | BROOKHAVEN WEALTH MANAGEMENT INC. | BERAN FINANCIAL PARTNERS
CRD#: 20804 / SEC#: 801-57198, 8-38485
RIA
Registered Investment Advisory firm - SEC (1/28/2000 Approved)BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information
Main Address
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258
Mailing Address
P.o. Box 5750, Scottsdale, AZ 85261-5750
Phone number
(480) 991-0225
Established
Arizona since 08/21/1987
Firm type
Partnership
Fiscal year end
December
Firm Size
Large
# of Employees
614
SEC notice filing (52 States and Territories)
FINRA licenses (52 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| UNITED PLANNERS' GROUP, INC. | GENERAL PARTNER | |
| BAKER, MICHAEL A | PRESIDENT | 4037933 |
| BAKER, MICHAEL A | CHIEF EXECUTIVE OFFICE (CEO) | 4037933 |
| CUFFARI-AGASI, SHEILA JUNE | EXECUTIVE VICE PRESIDENT | 2401020 |
| HAUER, DAVE B | VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER | 4018434 |
| OLIVERIO, KENNETH WILLIAM JR | EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER | 2957427 |
| SHINDEL, CHAD TRAVIS | VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO) | 6232253 |
Regulatory assets under management
| Total Number of Accounts | 41,834 |
| AUM (Assets Under Management) | $ 10,637,349,683 |
Disclosures
| Regulatory Event | 12 |
| Arbitration | 3 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
