# United Brokerage Services

United Brokerage Services is a Bank / Wealth / Trust based in Parkersburg, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Parkersburg, United States
- **Region:** North America
- **Address:** Washington, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** http://www.united-brokerage.com
- **LinkedIn:** https://www.linkedin.com/company/united-brokerage-services

## Regulatory record

- **CRD number:** 39062
- **SEC file number:** 801-80804
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-10T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/39062

## About

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.

## Questions

### 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.

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Last updated: 2026-08-10T19:36:47.593Z

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