United Planners' Financial Services Of America A Limited Partner

Firm record

As recorded in SEC IAPD

Firm CRD

20804

SEC number

801-57198

Firm type

RIA

Assets under management

$12.8B as of Jun 18, 2026

Website

www.twitter.com/UNITEDPLANNERS ↗

Phone

480-991-0225

Address

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ, 85258

Advisors at this firm

300 in our index · page 1 of 6

• Carolyn Sue AdamsCRD 4850545 · Phoenix, AZ
  Broker
• Gage AllenCRD 7914619 · Upper Arlington, OH
  IA RegisteredBroker
• Kenneth Neal AppelbaumCRD 1082833 · Lanesboro, MA
  Broker
• David Ben ArnoldCRD 5181401 · Gaithersburg, MD
  IA RegisteredBroker
• William Charles ArtmannCRD 1420468 · Jackson, MS
  IA RegisteredBroker
  Disclosure event(s) on record
• Chad C AltadonnaCRD 6241596 · Mattoon, IL
  IA RegisteredBroker
• Michael A BakerCRD 4037933 · Scottsdale, AZ
  Broker
• Iain BalfourCRD 5946685 · Clover, SC
  Broker
• Philipp Anthony BallmaierCRD 6180414 · Scottsdale, AZ
  IA RegisteredBroker
• William Baker BarberCRD 6927156 · Chillicothe, OH
  IA RegisteredBroker
• Matthew Todd BarnesCRD 2055693 · Fort Wayne, IN
  IA RegisteredBroker
• Steven Lloyd BarryCRD 4010639 · Cantonment, FL
  IA RegisteredBroker
• Christopher Dizon BautistaCRD 6254399 · San Dimas, CA
  Broker
• Jennifer Kristen BerberichCRD 4654670 · Scottsdale, AZ
  IA RegisteredBroker
• Philippe E BerthoudCRD 5270860 · Danvers, MA
  IA RegisteredBroker
• Scott Alan BiltzCRD 1032080 · Lebanon, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• John Thomas BirneyCRD 1321204 · Flagler Beach, FL
  IA RegisteredBroker
• Eric Louis BlackmanCRD 7381570 · Gaithersburg, MD
  IA RegisteredBroker
• Abe William BochnerCRD 1882472 · Phoenix, AZ
  IA RegisteredBroker
• Dieter Gunter BollmannCRD 4247975 · Scottsdale, AZ
  IA RegisteredBroker
• Kenneth Leroy BowersCRD 1510064 · Albuquerque, NM
  IA RegisteredBroker
• Rebecca Ann BoydCRD 7593120 · Phoenix, AZ
  Broker
• Richard A. BrevogelCRD 7918825 · Trappe, PA
  IA RegisteredBroker
• Rayburn Eugene BrooksCRD 4521666 · Edmond, OK
  IA RegisteredBroker
• Nicole Nailah Brown-GriffinCRD 5067546 · Virginia Beach, VA
  IA RegisteredBroker
• Kenneth Michael BrundageCRD 2680643 · Scottsdale, AZ
  IA RegisteredBroker
• Kathleen June BudnerCRD 1204891 · Scottsdale, AZ
  Broker
• Brandon BaileyCRD 6697616 · Oakdale, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• John S. BattagliaCRD 1894227 · Port Matilda, PA
  IA RegisteredBroker
• Nicholas Thomas BattagliaCRD 6228743 · Port Matilda, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• William BeranCRD 6688625 · Scottsdale, AZ
  IA RegisteredBroker
• Kalli Nicole BishopCRD 7704856 · Phoenix, AZ
  Broker
• Christina BrillowskyCRD 7184681 · Bellingham, WA
  IA RegisteredBroker
• George Vernon CaylorCRD 810069 · Lynchburg, VA
  IA RegisteredBroker
• Nancy Jean ChapinCRD 5988082 · Santa Rosa, CA
  IA RegisteredBroker
• Martin Thomas ChiuCRD 1806333 · Cypress, CA
  IA RegisteredBroker
• Chris Michael ChristensenCRD 2735271 · Houston, TX
  IA RegisteredBroker
• Eric Landon ChristusCRD 6707533 · Scottsdale, AZ
  IA RegisteredBroker
• Jay Patrick ClarkCRD 6945460 · Huntsville, OH
  IA RegisteredBroker
• Roderick Joseph ClarkCRD 1550212 · Huntsville, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Stephen Bennett ClarkeCRD 3233899 · Virginia Beach, VA
  IA RegisteredBroker
• Ross Daniel CochrellCRD 5492364 · Wooster, OH
  IA RegisteredBroker
• Suzanna CoelhoCRD 7634602 · Oakdale, MN
  IA RegisteredBroker
• Adam Lee CohlerCRD 7703678 · Voorhees, NJ
  IA RegisteredBroker
• Michael David CohlerCRD 1128501 · Voorhees, NJ
  IA RegisteredBroker
• Gregory Clark CollinsCRD 5226909 · Scottsdale, AZ
  IA RegisteredBroker
• Steven Robert CookCRD 725084 · Glendale, AZ
  IA RegisteredBroker
• Christopher Louis CosenzaCRD 2426675 · Atlanta, GA
  IA RegisteredBroker
• Daniel CucuiatCRD 5108180 · Scottsdale, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Jay Richard CutreraCRD 4608525 · Chicago, IL
  IA RegisteredBroker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.