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 3 of 6

• Christine HalchakCRD 4140929 · Clearwater, FL
  IA RegisteredBroker
• Thomas HalchakCRD 4604631 · Clearwater, FL
  Broker
• Douglas Christopher HallCRD 2577937 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Mark Stephen HallCRD 1696252 · Paradise Valley, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Jennifer Joyce HamiltonCRD 7686768 · Medford, OR
  IA RegisteredBroker
• Charles Hardin HarrisonCRD 6329653 · Roseville, CA
  IA RegisteredBroker
• Nathan Bradley HarroCRD 5684312 · Collierville, TN
  IA RegisteredBroker
• Dave B HauerCRD 4018434 · Scottsdale, AZ
  IA RegisteredBroker
• Eric Richard HemingwayCRD 2945792 · St. Louis Park, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Charles Melvin HessCRD 1025155 · Arlington Heights, IL
  Broker
• Kevin Gerard HigdonCRD 2611708 · Nashville, TN
  IA RegisteredBroker
• Edith M HilemanCRD 6142459 · Gaithersburg, MD
  Broker
• Julian August HippeliCRD 720630 · Phoenix, AZ
  Broker
• Cheryl Gies HirssCRD 4699084 · Kennewick, WA
  IA RegisteredBroker
• Paul Edward HlodnickiCRD 872575 · Scottsdale, AZ
  IA RegisteredBroker
• Mark Henry HogeCRD 5841345 · Sidney, OH
  IA RegisteredBroker
• Andrew Joseph HuberCRD 4370960 · Voorhees, NJ
  Broker
• David Lawrence HuckinCRD 853863 · Houston, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Steven Leo HyersCRD 3268870 · Jacksonville, FL
  IA RegisteredBroker
• James HaickCRD 4596106 · Bonita Springs, FL
  Broker
• Nicholas John HalchakCRD 6981915 · Clearwater, FL
  IA RegisteredBroker
• William James HawkinsCRD 6701344 · Mt. Clemens, MI
  IA RegisteredBroker
• Carlee Elizabeth HughesCRD 7101085 · Tucson, AZ
  IA RegisteredBroker
• Angela Michelle IrvineCRD 5626218 · Scottsdale, AZ
  Broker
• Richard Peter JacobsonCRD 4621881 · Napa, CA
  IA RegisteredBroker
• George Severn JankiewiczCRD 2546183 · Hunt Valley, MD
  IA RegisteredBroker
• Kimberly Mae JohnsonCRD 3127396 · Wenatchee, WA
  IA RegisteredBroker
  Disclosure event(s) on record
• Carol M. JoyceCRD 2024956 · Scottsdale, AZ
  IA RegisteredBroker
• David William JungCRD 1655752 · Williamsburg, MI
  IA RegisteredBroker
• Johnathon JamesCRD 6681890 · Pearland, TX
  IA RegisteredBroker
• Rebecca Kent JosephCRD 6683687 · St. Louis Park, MN
  IA Registered
• Christopher KellyCRD 6186176 · Jacksonville, FL
  IA RegisteredBroker
• Sledge Wayne KillionCRD 269405 · Dallas, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Kamron Les KimballCRD 4818836 · Sangerville, ME
  IA RegisteredBroker
• John Robert KirwanCRD 1313695 · Matthews, NC
  IA RegisteredBroker
• Timothy Robert KnappCRD 1806377 · Bothell, WA
  IA RegisteredBroker
• Michael William KneipCRD 2681942 · Scottsdale, AZ
  IA RegisteredBroker
• Jacob Herman KraussCRD 1605639 · Levittown, PA
  Broker
• Christopher Blake KitchensCRD 7980847 · Carrollton, GA
  IA RegisteredBroker
• Lawrence LeeCRD 4938914 · New Hyde Park, NY
  IA RegisteredBroker
• Charles B LefkowitzCRD 305758 · Chandler, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Danielle Marie LemuzCRD 4874606 · Ventura, CA
  Broker
• David A LewitasCRD 4301190 · Chicago, IL
  IA RegisteredBroker
• Marc John LiberoCRD 2626285 · Fernandina Beach, FL
  IA RegisteredBroker
• Donald Leonard LikeCRD 833667 · Scottsdale, AZ
  BrokerRegistration inactive
  Disclosure event(s) on record
• Russell LindforsCRD 7250344 · Eugene, OR
  Broker
• Kathleen Lucille LindquistCRD 4884198 · San Diego, CA
  IA RegisteredBroker
• Marc Alan LippincottCRD 3253234 · Tulare, CA
  IA RegisteredBroker
• Michelle Valdean LippincottCRD 4762656 · Tulare, CA
  IA RegisteredBroker
• Seth Micah LippincottCRD 7400609 · Tulare, CA
  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.