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 4 of 6

• Margaret Verdery LittleCRD 2553393 · Virginia Beach, VA
  IA RegisteredBroker
• Diane LloydCRD 6225545 · Phoenix, AZ
  Broker
• Cassandra Jil LoomisCRD 5644964 · Ogden, UT
  Broker
• Nancy Arlene LovelandCRD 1071351 · Phoenix, AZ
  IA RegisteredBroker
• Nolan Jay LovellCRD 5936209 · Sangerville, ME
  Broker
• Erik Graham LudvicksonCRD 4663199 · Tucson, AZ
  Broker
• Mitchell LudwigCRD 6321619 · Raleigh, NC
  IA RegisteredBroker
• Peter John LudwigCRD 1511587 · Edina, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Tiffany Erin LumCRD 6285081 · Glendale, AZ
  IA RegisteredBroker
• Dennis Patrick LynchCRD 1464078 · Matthews, NC
  IA RegisteredBroker
• John M. LynchCRD 5123606 · Lake Lotawana, MO
  IA RegisteredBroker
• Megan Marie LynchCRD 7412261 · Albuquerque, NM
  Broker
• Lawrence Jay LazarCRD 3111805 · Highland Park, IL
  IA RegisteredBroker
  Disclosure event(s) on record
• Jonathan LudwigCRD 6643394 · Raleigh, NC
  IA Registered
• Robert Earl MabeCRD 2542849 · Victoria, TX
  IA RegisteredBroker
• Tamara Renee MacdonaldCRD 1981337 · Hartland, WI
  IA RegisteredBroker
• Allan Mark MacveanCRD 2070157 · Johnstown, NY
  IA RegisteredBroker
• Philip Michael MaliniakCRD 5268554 · Virginia Beach, VA
  IA RegisteredBroker
• Bryan Henry MarkerCRD 1143550 · Minneapolis, MN
  IA RegisteredBroker
• Mikel Douglas MarkeyCRD 5936603 · Independence, IA
  IA RegisteredBroker
• Harry Lewis MarmerCRD 1081781 · Montgomery Village, MD
  IA RegisteredBroker
• James Richard MarshCRD 4867938 · Tucson, AZ
  IA RegisteredBroker
• Avery MartinCRD 8127449 · Medford, OR
  IA RegisteredBroker
• David Colin MastermanCRD 1065586 · Skowhegan, ME
  IA RegisteredBroker
  Disclosure event(s) on record
• Ethan Knapp MastermanCRD 4513996 · Skowhegan, ME
  IA RegisteredBroker
• Albert Joseph MatousekCRD 2051161 · Strongsville, OH
  Broker
• Michael John MatuskaCRD 6679507 · Mankato, MN
  IA RegisteredBroker
• Michael Edwin McculloughCRD 5685314 · Seal Beach, CA
  IA RegisteredBroker
• Heidi Lynn McdaidCRD 5203266 · Grandville, MI
  Broker
• Robert Joseph McdonoughCRD 1023348 · Sugar Land, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Taylor James MedinaCRD 5357375 · Thousand Oaks, CA
  BrokerRegistration inactive
• Juan Antonio Medina-LunaCRD 6918787 · Riverside, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Benjamin Thomas MeineCRD 4659224 · Fresno, CA
  Broker
• Hillary Joy MeisterCRD 8000203 · Sumner, IA
  IA RegisteredBroker
• Ioannis Konstantinos MerasCRD 1298436 · San Jose, CA
  IA RegisteredBroker
• Kristin M MeyerCRD 5194879 · Tonawanda, NY
  IA RegisteredBroker
  Disclosure event(s) on record
• Thomas I MilitelloCRD 5688771 · Syracuse, NY
  IA RegisteredBroker
• Drew Thomas MirgonCRD 7961142 · Westerville, OH
  Broker
• Michael Emil MitchCRD 5716655 · Aztec, NM
  IA RegisteredBroker
• Randy Richard MobergCRD 4934347 · Valencia, CA
  BrokerRegistration inactive
• James Cleveland MonroeCRD 5882437 · Medford, OR
  IA RegisteredBroker
• Jonathon Glen MonsourCRD 2753660 · Newnan, GA
  IA RegisteredBroker
• Randolph Stephen MooreCRD 1873374 · Marana, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Jonathan Gregg MichaelsCRD 7456072 · Phoenix, AZ
  IA Registered
• Megan Danielle MuccioCRD 6927803 · Melville, NY
  IA RegisteredBroker
• Christopher Richard MylinCRD 6604846 · Galena, OH
  Broker
• Herman Jacob NainkinCRD 4654613 · Sherman Oaks, CA
  IA RegisteredBroker
• Mari Lynn Yoko NaitoCRD 1004534 · Honolulu, HI
  Broker
• Deanna NelsonCRD 7833832 · Troy, MI
  Broker
• Emmarina Laurel NelsonCRD 6019473 · Medford, OR
  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.