United Planners' Financial Services of America A Limited Partner
Legal Name: UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Full Contact Details
United Planners' Financial Services of America A Limited Partner
7333 EAST DOUBLETREE RANCH RD, SUITE 120, SCOTTSDALE, AZ
480-991-0225
480-991-2714
Other Info
United Planners' Financial Services of America A Limited Partner, a legal entity in Arizona, provides financial advisory services to 61 clients with a staff of 515 employees, of which 411 are advisors. The firm is registered with the SEC and was approved on January 28, 2000.
Website
Website
Connect Up – More than business solutions, it is about a Partnership with you
Login Follow Us Your Destination Hybrid Partner With Offices Nationwide Since 1987 ...and Adamantly Not For Sale! Menu INVESTOR If you are a current investor, or considering investing through United Planners, click here for more information. Get Info ADVISOR If you are an advisor considering affi…
Connect Up – More than business solutions, it is about a Partnership with you
Login Follow Us Your Destination Hybrid Partner With Offices Nationwide Since 1987 ...and Adamantly Not For Sale! Menu INVESTOR If you are a current investor, or considering investing through United Planners, click here for more information. Get Info ADVISOR If you are an advisor considering affi…
Direct Owners
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CHAD TRAVIS SHINDEL
VICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO) owns less than 5%
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DAVE B HAUER
VICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER owns less than 5%
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DAVID ALAN SHINDEL
CHIEF EXECUTIVE OFFICER (CEO) owns less than 5%
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KENNETH JR OLIVERIO
EXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER owns less than 5%
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MICHAEL A BAKER
PRESIDENT owns less than 5%
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SHEILA JUNE CUFFARI-AGASI
EXECUTIVE VICE PRESIDENT owns less than 5%
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UNITED PLANNERS' GROUP, INC.
GENERAL PARTNER owns 75% or more
Indirect Owners
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DAVID ALAN SHINDEL
CHIEF EXECUTIVE OFFICE (CEO) owns more than 25% but less than 50%
-
MICHAEL A BAKER
PRESIDENT FINANCE
Firms Located Nearby
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