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Chad Travis Shindel

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER·SCOTTSDALE, Arizona
SIE, Series 27, Series 99TOClean recordUNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
7333 EAST DOUBLETREE RANCH RD, SUITE 120, SCOTTSDALE, AZ 85258CRD# 6232253Firm CRD# 20804

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chad Travis Shindel · SCOTTSDALE, AZ
Registration
CRD #6232253 · UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
CRD 20804 · SEC 801-57198
AUM
$9.3B
Regulatory assets under management
Employees
570
43,221 client accounts
Services offered by UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER →
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Frequently Asked Questions

What services does Chad Travis Shindel offer?
Chad Travis Shindel specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.
What are Chad Travis Shindel's credentials?
Chad Travis Shindel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Travis Shindel located?
Chad Travis Shindel is based in SCOTTSDALE, Arizona, working with UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.
How does Chad Travis Shindel charge for services?
Chad Travis Shindel's firm is compensated through percentage of aum, hourly charges, subscription fees, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER?
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER has approximately 570 employees and manages $9.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Dave B Hauer
SCOTTSDALE, AZ
David Alan Shindel
SCOTTSDALE, AZ
Sheila June Cuffari-Agasi
SCOTTSDALE, AZ
Thomas Henry Oliver
SCOTTSDALE, AZ
Jeannette Ann Vernia
SCOTTSDALE, AZ
Kenneth William Jr Oliverio
SCOTTSDALE, AZ

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Research
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