Unclaimed Profile

Kenneth William Jr Oliverio

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER·SCOTTSDALE, Arizona

SIE, Series 7, Series 24, Series 63, Series 65, Series 66Clean record24 years registeredUNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

7333 EAST DOUBLETREE RANCH RD, SUITE 120, SCOTTSDALE, AZ 85258CRD# 2957427Firm CRD# 20804

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Kenneth William Jr Oliverio · SCOTTSDALE, AZ

Registration

CRD #2957427 · UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · 24 years registered

Brand Profile

Not yet started

Career History

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Sep 2012 – present

CHARLES SCHWAB & CO., INC.

Jan 2006 – Jan 2010

PHOENIX, AZ

SUNAMERICA SECURITIES, INC.

Feb 2002 – Apr 2004

PHOENIX, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 66

Registration record

First registered · February 4, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

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

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 →

Introduction

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Frequently Asked Questions

What services does Kenneth William Jr Oliverio offer?

Kenneth William Jr Oliverio specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Kenneth William Jr Oliverio's credentials?

Kenneth William Jr Oliverio is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Kenneth William Jr Oliverio located?

Kenneth William Jr Oliverio 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 Kenneth William Jr Oliverio charge for services?

Kenneth William Jr Oliverio'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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