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 2 of 6

• Deon David ClevelandCRD 7052505 · Independence, IA
  IA RegisteredBroker
• Eric CraigCRD 6753590 · Scottsdale, AZ
  Broker
• Albert DagostoCRD 1196367 · Avon, CT
  IA RegisteredBroker
• Serena Lynette DavisCRD 4336839 · Sonora, CA
  IA RegisteredBroker
• Matthew Arthur De HerasCRD 5594618 · Aliso Viejo, CA
  IA RegisteredBroker
• Raymond Daniel DemartiCRD 1011771 · Troy, MI
  Broker
• Thomas James DettoreCRD 1869305 · Amherst, NY
  IA RegisteredBroker
• Perry Lee DiedeCRD 1977719 · Rochester, MN
  IA RegisteredBroker
• Catherine Camille DoneyCRD 4816854 · Clearwater, FL
  IA RegisteredBroker
• Raymond Elias DuenasCRD 3183730 · Winter Garden, FL
  IA RegisteredBroker
• Bobbi DulacCRD 6334564 · Englewood, FL
  Broker
• Eric Gerard DavisCRD 2409535 · New York, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Gregory Michael DavisCRD 1201207 · Bulverde, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Kurt Ryan DavisCRD 4485309 · Mt. Clemens, MI
  IA RegisteredBroker
• Philip John DettoreCRD 1316805 · Leland, NC
  IA RegisteredBroker
• David George EdgertonCRD 75549 · Galena, OH
  IA RegisteredBroker
• Deborah Lynn EgglestonCRD 2369973 · Centennial, CO
  IA RegisteredBroker
  Disclosure event(s) on record
• Barry Carson EllerCRD 1668492 · Scottsdale, AZ
  IA RegisteredBroker
• Joshua EllerCRD 6330424 · Scottsdale, AZ
  IA RegisteredBroker
• Louis David EspositoCRD 4970538 · Brick, NJ
  IA RegisteredBroker
• Karlyn Renee EtheridgeCRD 5233299 · Eau Claire, WI
  IA RegisteredBroker
• Clifford Lewis FaintychCRD 5008706 · Vero Beach, FL
  IA RegisteredRegistration inactive
• Garth FernandezCRD 2783860 · Honolulu, HI
  IA RegisteredBroker
  Disclosure event(s) on record
• Craig James FerrantinoCRD 2655467 · Melville, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Tami Jo FieldsCRD 5464803 · Rochester, MN
  IA RegisteredBroker
• Mark Alan FinnestadCRD 1741185 · Minneapolis, MN
  IA RegisteredBroker
• Jeffrey Wayne FischerCRD 2801044 · Manassas, VA
  IA RegisteredBroker
  Disclosure event(s) on record
• Tiffany Ann FisherCRD 2798227 · Sherman, TX
  IA RegisteredBroker
• Bruce Kin Sung FongCRD 1517536 · Honolulu, HI
  IA RegisteredBroker
• Magen Lane FongCRD 4689283 · Medford, OR
  IA RegisteredBroker
• Alexandria Nicole FrancoCRD 6829268 · Thousand Oaks, CA
  IA RegisteredBroker
• James Mark FrancoCRD 1385945 · Thousand Oaks, CA
  IA RegisteredBroker
• Daniel James FriedlanderCRD 2543891 · Melbourne, FL
  IA RegisteredBroker
• David Brook FieldsCRD 1953457 · Knoxville, TN
  IA RegisteredBroker
  Disclosure event(s) on record
• Richard Andrew GarberCRD 7884550 · Oviedo, FL
  Broker
• Niles Poole GearyCRD 1906563 · Johnson City, TN
  IA RegisteredBroker
• Ramin GhaffariCRD 2054653 · Plano, TX
  IA RegisteredBroker
• Scott Allen GidleyCRD 1816532 · Austin, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Gary Martin GilbertCRD 2699260 · Elyria, OH
  IA RegisteredBroker
• John David GlennCRD 1752345 · San Diego, CA
  IA RegisteredBroker
• Brian Joseph GottaCRD 1219917 · Braintree, MA
  IA RegisteredBroker
  Disclosure event(s) on record
• Neil Howard GraffCRD 1544136 · Sioux Falls, SD
  IA RegisteredBroker
  Disclosure event(s) on record
• Jamey Carl GrahamCRD 4382537 · Prosper, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Brian Keith GranvilleCRD 2606694 · Lanesboro, MA
  Broker
• Dana Christopher GrimsrudCRD 4162583 · Rochester, MN
  IA RegisteredBroker
• Amy Sue GrundenCRD 4627380 · Huntsville, OH
  IA RegisteredBroker
• Whitney Derek GarthCRD 6739303 · Scottsdale, AZ
  Broker
• Jacinta Philomena GauvinCRD 6993591 · Virginia Beach, VA
  IA RegisteredBroker
• Francisco Gonzalez GomezCRD 7394272 · Scottsdale, AZ
  Broker
• Victor GuadianaCRD 6239869 · Scottsdale, AZ
  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.