UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

SCOTTSDALE, Arizona·8 registered advisors·CRD# 20804
SEC# 801-57198209480-991-0225
01

Firm Overview

AUM
$9.3B
Regulatory assets under management
Employees
570
Total firm employees
Advisors
8
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

8 registered advisors
Chad Travis Shindel
SCOTTSDALE, Arizona
Dave B Hauer
SCOTTSDALE, Arizona
David Alan Shindel
SCOTTSDALE, Arizona
Jeannette Ann Vernia
SCOTTSDALE, Arizona
Kenneth William Jr Oliverio
SCOTTSDALE, Arizona
Michael A Baker
SCOTTSDALE, Arizona
Sheila June Cuffari-Agasi
SCOTTSDALE, Arizona
Thomas Henry Oliver
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
8 advisors

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Data sourced from SEC Form ADV filings. UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER (CRD# 20804) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.