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    United Planners Financial Services

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    Description

    • United Planners is a Partnership of quality financial professionals mutually committed to exceeding client expectations. We are uniquely structured as a Partnership and completely independent from other financial institutions. United Planners provides full brokerage, insurance, and investment advisory services to over 300 prestigious financial professionals located throughout the United States.Learn more about United Planners Financial Services at www.unitedplanners.comUnited Planners is a Financial Industry Regulatory Authority (FINRA) member. United Planners executes and clears brokerage transactions through Pershing, LLC. Pershing is one of the largest financial clearing institutions. Additional information regarding Pershing, LLC can be found at www.Pershing.com.
    • location

      Headquarters:7333 East Doubletree Ranch Road Suite 120, Scottsdale, Arizona, United States

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    • United Planners Financial Services phone

      Phone Number: +1 480-991-0225

    • United Planners Financial Services website

      Website: https://www.unitedplanners.com

    • United Planners Financial Services employees

      Employees:174

    • United Planners Financial Services revenue

      Revenue:$10 - 50M

    • United Planners Financial Services legal name

      Legal Name:United Planners Financial Services

    • United Planners Financial Services's Social Media

      United Planners Financial Services linkedin United Planners Financial Services facebook United Planners Financial Services twitter
    • done Is this data correct?

    • |  NAICS Code: 524126  |

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    Person level website identification

    CEO for United Planners Financial Services

    David Shindel

    Chief Executive Officer

    Person level website visitor identification

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    View Employees

    Aaron Spradlin

    Chief Information Officer

    Michael Baker

    President

    Dave Hauer

    Chief Compliance Officer And Aml Officer

    Kenneth Butze

    Business Owner

    Charles Aubertin

    Partner

    Frequently Asked Questions regarding United Planners Financial Services

    • Where are United Planners Financial Services's Headquarters?

      United Planners Financial Services's Headquarters are in 7333 East Doubletree Ranch Road Suite 120,Scottsdale,Arizona,United States

    • What is United Planners Financial Services's phone number?

      United Planners Financial Services's phone number is +1 480-991-0225

    • What is United Planners Financial Services's official website?

      United Planners Financial Services's official website is https://www.unitedplanners.com

    • What is United Planners Financial Services's Revenue?

      United Planners Financial Services's revenue is $10 - 50M

    • What is United Planners Financial Services's NAICS code?

      United Planners Financial Services's NAICS code is 524126

    • How many employees are working in United Planners Financial Services

      United Planners Financial Services has 174 employees

    • What is United Planners Financial Services's Industry?

      United Planners Financial Services is in the industry of Financial Services

    • Who is United Planners Financial Services's CEO?

      United Planners Financial Services's CEO is David Shindel

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