Link Todd Cotham

Financial advisor at United Planners' Financial Services of America A Limited Partner · Scottsdale, AZ

Last updated 2026-10-10

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Link Todd Cotham is a financial advisor at United Planners' Financial Services of America A Limited Partner in Scottsdale, AZ, CRD 4175688. Licenses and exams on the registration: Series 66. First registered 2000-10-31.

Registration

CRD number
4175688
Registration status
Active
First registered
2000-10-31
Years of experience
26
States registered
NE, OK, TX

Licenses and exams

  • Series 66

Work history

  • 2000-04 to 2019-03 · Waddell & Reed, Inc · Ponca City, OK
  • 2000-10 to 2019-03 · Various Insurance Carriers for W&R Insurance Agencies · Ponca City, OK
  • 2012-01 to 2018-01 · Ponca City Ymca · Ponca City, OK
  • 2017-03 to 2018-01 · Ponca City Country Club · Ponca City, OK
  • 2018-01 to Present · Irons, Inc · Norman, OK
  • 2007-08 to Present · Cotham Farms · Norman, OK
  • 2019-03 to 2021-08 · Ameriprise Financial Services Inc · Norman, OK
  • 2021-06 to Present · Communities Foundation of Oklahoma · Oklahoma City, OK
  • 2021-08 to Present · United Planners Financial Services · Scottsdale, AZ
  • 2000-10 to Present · Link Cotham · Norman, OK

Current employment

SEC IAPD record for Link Todd Cotham

United Planners' Financial Services of America A Limited Partner

Regulatory AUM
$12,770,766,549
Registered advisors
359
Offices
253
Clients per advisor
84.6 (Moderate)
Average AUM per client
$420.5K (Low)
High-net-worth client ratio
16.1% (Moderate)

United Planners' Financial Services of America A Limited Partner: advisors, services and reported ETF investments

What this firm offers

Filed by United Planners' Financial Services of America A Limited Partner on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Pension Consulting Services
  • Selection of Other Advisers

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Insurance Company or Agency

Location

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023

141 advisors at this office.

United Planners' Financial office in Scottsdale, AZ

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

Are you Link Todd Cotham?

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