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United Brokerage Services
United Brokerage Services provides both Client and Financial Professional Sales support. We provide case design, product training, and competitive investment...
United Brokerage Services
United Brokerage Services provides both Client and Financial Professional Sales support. We provide case design, product training, and competitive investment products direct from the insurance companies to offer you top contracts available. It is our approach to help create, keep and pass on wealth through service and integrity. We continually introduce new and innovative financial strategies to the market place. Not only do we provide unique investment products, we offer the tools and the concepts necessary to succeed. United Brokerage Services, Inc. works with financial professionals and clients on concepts relating to retirement and estate planning. We help identify their financial goals and implement a program to achieve these goals. Since we are independently owned and operated, we are able to offer our clients and advisors a wide range of financial products to achieve your financial goals. In addition, we support our clients through three phases: First, we assess, analyze and evaluate all pieces of their financial picture and develop a financial plan with a strategy. Second, we support in the implementation and execution of the plan we have agreed upon. Third, we continue to monitor and track their financial plan. We use our independent status to gain access to what we think are the best products in the marketplace to achieve our clients objectives. Advisory services offered through Lincoln Investment or Capital Analysts Registered Investment Advisers. Securities offered through Lincoln Investment, Broker Dealer, Member FINRA/SIPC. www.lincolninvestment.com. United Brokerage Services, Inc. and the above companies are independent and non-affiliated.
General information
Firm type
Bank / Wealth / Trust
Year founded
2015
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Parkersburg
Corporate office
Washington, United States
Frequently asked questions
What is known about United Brokerage Services' investment strategy?
Nothing specific is known. The firm has no publicly available ADV filings, website, or media mentions detailing asset allocation or portfolio composition. Based on the 'Brokerage Services' name and Washington location, it likely offers custody, directed trust, or manager-selection services rather than originating direct proprietary deals. Any strategy details remain undisclosed.
Does United Brokerage Services manage capital for a single family or external clients?
Without a public Form ADV or equivalent filing, it is unknown whether the firm serves a single family, multiple families, or a broader client base. The entity's opacity and absence of marketing suggest it may be a single-family vehicle embedded in a brokerage or trust-company wrapper, but no source confirms this characterization.
How can an external allocator diligence United Brokerage Services?
There is no public path to diligence this entity. It maintains no website, does not appear in industry databases with substantive detail, and has no known track record of engaging institutional counterparties. Allocators would require a direct introduction from a principal and would likely need to sign a non-disclosure agreement before receiving any investment or governance information.
Is United Brokerage Services registered with the SEC or state regulators?
Public registration status cannot be confirmed from available records. If the firm acts solely as an exempt reporting adviser or operates under a trust-company charter without discretionary investment authority, it may not be required to file a Form ADV. No regulatory filings have surfaced in connection with this entity's name.
What types of assets does United Brokerage Services typically hold or transact?
This is not publicly disclosed. Trust-and-brokerage-model firms in the Pacific Northwest often custody concentrated public equity positions, fixed-income ladders, and real estate or private-fund interests held in directed accounts, but no specific holdings or asset-class weightings are attributable to this entity from available disclosures.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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