Easy to understand fees and investment performances
Both insurance companies and government regulators rely on actuaries to project cash flows from investments and liabilities of pension funds, insurance companies, financial institutes, and more. One of the founders is an actuary who will bring that same knowledge and skills to you in your financial planning. His experience comes from analyzing and advising the enterprise level investment portfolio, cash flow, and debt portfolio of the 2nd largest insurance company in the US.
Benefits of working with UAK Diversified LLC. Outstanding service beyond the required fiduciary duties.
*UAK Diversified is granted limited power of attorney to buy and sell securities and assess fees based on a signed client agreement with no other rights or accessibility.
You can trust UAK Diversified to help you plan your financial future, advise you with comprehensive financial and investment planning. We are fee only financial planners or fee only financial advisors. We serve clients in Saint Paul, Minneapolis, and Rochester areas.
UAK Diversified LLC has selected Charles Schwab & Co., Inc. as primary custodian for our clients’ accounts. As a registered broker-dealer and a member of the Securities Investor Protection Corporation (SIPC), Schwab is subject to certain regulations intended to protect assets held in brokerage accounts maintained at Schwab.*
*These materials have been independently produced by UAK Diversified LLC. UAK Diversified LLC is independent of, and has no affiliation with, Charles Schwab & Co., Inc. or any of its affiliates (“Schwab”). Schwab is a registered broker-dealer and member SIPC. Schwab has not created, supplied, licensed, endorsed, or otherwise sanctioned these materials nor has Schwab independently verified any of the information in them. UAK Diversified LLC provides you with investment advice, while Schwab maintains custody of your assets in a brokerage account and will effect transactions for your account on our instruction.
Legal Disclosure: UAK Diversified LLC is a registered investment adviser with the state of Minnesota