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 6 of 6

• Jon Donald ShefletCRD 2005403 · Hammond, WI
  IA RegisteredBroker
• James Robert ShockCRD 2729142 · Shenandoah, TX
  IA RegisteredBroker
• Adam Christopher SifuentesCRD 5655908 · Dallas, TX
  Broker
• Christopher SifuentesCRD 1705346 · Plano, TX
  Broker
• Kristine Adell SilvaCRD 2618955 · Phoenix, AZ
  Broker
• Aaron Glenn SpradlinCRD 2492758 · Scottsdale, AZ
  Broker
• Thomas Ray StarkCRD 1776447 · Wichita, KS
  IA RegisteredBroker
• Glenn Benson StearsCRD 715308 · Hinsdale, IL
  IA RegisteredBroker
• Michael Gene StewardCRD 7926711 · Rochester, MN
  IA RegisteredBroker
• Anthony James StollCRD 7147882 · Camanche, IA
  IA RegisteredBroker
• Kimberly Ann StollCRD 1710448 · Camanche, IA
  IA RegisteredBroker
• Steven Larry StoryCRD 2574091 · Ogden, UT
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph StreetCRD 8041153 · Newnan, GA
  IA Registered
• Kevin Andrew SchlarmanCRD 6821954 · Sidney, OH
  IA RegisteredBroker
• Timothy Robert SelveyCRD 6490891 · Scottsdale, AZ
  IA RegisteredBroker
• Raguel Ruth ShawCRD 7852065 · Phoenix, AZ
  IA RegisteredBroker
• Bracken Scott SheetsCRD 7976026 · Eugene, OR
  Broker
• Joseph D ShieldsCRD 7724799 · Seneca, PA
  IA RegisteredBroker
• Marianne SivakCRD 7936413 · Bonita Springs, FL
  Broker
• Joyce Ann SlutskerCRD 1211431 · Naples, FL
  IA RegisteredBroker
• Derek J StrongCRD 6935020 · St. Louis Park, MN
  IA RegisteredBroker
• Laura Lee SydenstrickerCRD 6898926 · Mt. Juliet, TN
  IA RegisteredBroker
• Zhannetta Zaya ThompsonCRD 5914013 · Greeley, CO
  IA RegisteredBroker
• Jenna Renee ThorntonCRD 4582260 · Chandler, AZ
  IA RegisteredBroker
• Rosemary Louis TiptonCRD 1098485 · Scottsdale, AZ
  Broker
• James Joseph ToddyCRD 2636687 · Scottsdale, AZ
  IA RegisteredBroker
  Disclosure event(s) on record
• Eduardo Guillermo TorresCRD 1205846 · San Diego, CA
  IA RegisteredBroker
  Disclosure event(s) on record
• Joseph Thomas TrewinCRD 5562905 · Independence, IA
  IA RegisteredBroker
• Lucas TroutnerCRD 7728177 · Fort Wayne, IN
  IA RegisteredBroker
• Matthew Scott TroutnerCRD 1948561 · Fort Wayne, IN
  IA RegisteredBroker
• Vincent Paul TroyCRD 1039492 · St. Louis Park, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• Tom Joseph TamuraCRD 7664277 · Concord, CA
  IA Registered
• Ryan Michael Van WyngardenCRD 7989471 · Fort Wayne, IN
  IA RegisteredBroker
• Ann Lee VanengelenburgCRD 4191118 · Sumner, IA
  IA RegisteredBroker
• John Gerard VertalCRD 4188072 · Wooster, OH
  IA RegisteredBroker
• Mark William VromanCRD 4475388 · Oviedo, FL
  IA RegisteredBroker
• Corey Richard WalterCRD 5133265 · Centennial, CO
  IA RegisteredBroker
• Thomas M WeidenbachCRD 2660839 · Tea, SD
  Broker
• Paula Cindy WeissCRD 6604861 · Plano, TX
  Broker
• Devin Scott WendelCRD 7121526 · Westfield, NJ
  IA RegisteredBroker
• Richard Eugene WibleCRD 3185799 · Milton, PA
  IA RegisteredBroker
  Disclosure event(s) on record
• Donald Eugene WilsonCRD 1677337 · Roseville, MN
  IA RegisteredBroker
  Disclosure event(s) on record
• J Lawrence WoodCRD 1136897 · Marietta, GA
  Broker
• Walter Robert WorleyCRD 6419887 · Arnold, MD
  IA RegisteredBroker
• Allen Gammon YeeCRD 1934271 · South Pasadena, CA
  IA RegisteredBroker
• Brandon Lawrence YeeCRD 6641712 · South Pasadena, CA
  IA RegisteredBroker
• Tyler M YeeCRD 5559817 · Lihue, HI
  IA RegisteredBroker
• Joshua Isaac YoungCRD 8277157 · Thousand Oaks, CA
  Broker
• Joseph ZacharyCRD 4348665 · Conroe, TX
  IA RegisteredBroker
• Jon Michael ZoetCRD 1237714 · Holland, MI
  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.