Uhler and Vertich Financial Planners LLC
Legal Name: UHLER AND VERTICH FINANCIAL PLANNERS, LLC
Full Contact Details
Uhler and Vertich Financial Planners LLC
1510 ROYAL PALM SQUARE BOULEVARD, #103, FORT MYERS, FL
239-936-6300
239-936-0780
Other Info
Uhler and Vertich Financial Planners LLC, legally known as UHLER AND VERTICH FINANCIAL PLANNERS, LLC, is a limited liability company based in Florida. The firm is approved by the U.S. Securities and Exchange Commission and has been registered since March 12, 2004. It has a team of 7 employees, including 2 advisory roles. While the number of clients served is unknown, the firm's longevity indicates a successful track record of providing financial planning services.
Home | Uhler & Vertich Financial Planners | Fort Myers, FL
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Direct Owners
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JAMES COREY VERTICH
PARTNER owns more than 25% but less than 50%
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JOHN THOMAS UHLER
PARTNER/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%