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 5 of 6

• Heidi Williamson NeubergCRD 4440362 · Chester, NJ
  Broker
• Eric Thomas NicholsCRD 1053259 · Milford, MI
  IA RegisteredBroker
• John Peter NilmeierCRD 4868549 · Fresno, CA
  IA RegisteredBroker
• Richard Dale NilmeierCRD 348295 · Fresno, CA
  IA RegisteredBroker
• James Scott NuanezCRD 1752192 · San Diego, CA
  IA RegisteredBroker
• Margaret Mildred NucciCRD 2832886 · Youngstown, NY
  Broker
• Jarrod Charles NunnCRD 4428564 · Willow Park, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Andrea NelsonCRD 4523418 · Scottsdale, AZ
  IA RegisteredBroker
• Harley Ryan NelsonCRD 7648415 · Independence, IA
  IA RegisteredBroker
• Hang Thu NguyenCRD 6848771 · Gaithersburg, MD
  IA RegisteredBroker
• Jayson Patrick O'connorCRD 6742664 · Mt. Juliet, TN
  IA RegisteredBroker
• Scott Mitchell O'keeffeCRD 2624698 · Scottsdale, AZ
  IA RegisteredBroker
• Michael P. O'malleyCRD 4654669 · Scottsdale, AZ
  IA RegisteredBroker
• Teresa N PalmerCRD 1455601 · Willow Park, TX
  IA RegisteredBroker
  Disclosure event(s) on record
• Sky Fuston ParkerCRD 4934383 · Phoenix, AZ
  Broker
• Paul Alphonse PerreaultCRD 1754832 · Fountain Hills, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Michael Alan PomerantzCRD 2766295 · Cherry Hill, NJ
  IA RegisteredBroker
• Charles Thomas PuccioCRD 4334931 · Coralville, IA
  IA RegisteredBroker
• Nichola Shea PeacockCRD 6879855 · Fresno, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Tyler PelleritoCRD 6491928 · Grandville, MI
  IA RegisteredBroker
• Cody Scott PolzinCRD 7885774 · St. Louis Park, MN
  IA RegisteredBroker
• Devon Scott PortzCRD 6884957 · Hartland, WI
  IA RegisteredBroker
• Dylan Ray QuitoniCRD 7464405 · Virginia Beach, VA
  Broker
• Renee Elise RaelCRD 2062750 · Scottsdale, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Vincent Eugene ReaverCRD 6656426 · Frederick, MD
  Broker
• Nicole Yvette RedusCRD 3254135 · Cincinnati, OH
  IA RegisteredBroker
  Disclosure event(s) on record
• Carla E ReidCRD 1505678 · Phoenix, AZ
  Broker
• John Edward RhoadsCRD 2176003 · Reno, NV
  IA RegisteredBroker
  Disclosure event(s) on record
• David Allen RhodesCRD 1916734 · Mt. Juliet, TN
  IA RegisteredBroker
• Paul Harry RiddellCRD 1329798 · Tampa, FL
  BrokerRegistration inactive
• Antonio Alphonso RistainoCRD 1095283 · Hunt Valley, MD
  IA RegisteredBroker
• Chris Alan RobertsCRD 2623470 · Oviedo, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Patrick Vernon RobisonCRD 1755714 · Los Angeles, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• John Robert RoessigCRD 1501738 · Greeley, CO
  IA RegisteredBroker
• John Gerard RogersCRD 2083709 · Rockville, MD
  IA RegisteredBroker
• Michael R RomanoffCRD 4689467 · Gaithersburg, MD
  Broker
• Adam Mark RudenCRD 7997429 · Akron, IA
  Broker
• Jordan Edward RethmanCRD 7605445 · Sidney, OH
  IA RegisteredBroker
• Benjamin Paul RogersCRD 8087917 · Greensburg, PA
  Broker
• Cameron Wayne RoseCRD 6645161 · Westminster, CA
  IA RegisteredBroker
• Caitlin Giovannetti RossCRD 6289765 · Collierville, TN
  BrokerRegistration inactive
• John Lawrence RussoCRD 2108608 · Amherst, NY
  IA RegisteredBroker
• Iris Noelle SagradoCRD 5093904 · Hinsdale, IL
  IA RegisteredBroker
• Timothy SampsonCRD 7456025 · Scottsdale, AZ
  IA RegisteredBroker
• Anthony Michael SceCRD 1127204 · Bohemia, NY
  IA RegisteredBroker
• Thomas J SchulgenCRD 7203472 · Voorhees, NJ
  IA RegisteredBroker
• Karman Denise ScottCRD 2521093 · Norman, OK
  IA RegisteredBroker
• Brian Stirling SeamanCRD 1820523 · Costa Mesa, CA
  IA RegisteredBroker
• John Paul Severy-HovenCRD 4495513 · St. Paul, MN
  IA RegisteredBroker
• Aaron Pierce SevignyCRD 4314368 · Bonita Springs, FL
  IA RegisteredBroker
  Disclosure event(s) on record

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.