UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services. Established in 1987,...

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services. Established in 1987, United Planners is proud of its true independence and its “Adamantly Not For Sale” stance because it is 100% owned by its employees and financial professionals. United Planners provides back-office support to independent financial professionals, who then help investors manage their wealth to achieve their goals & objectives. United Planners is uniquely structured as a limited partnership that offers ownership opportunities and profit sharing to its employees and financial professionals. We embrace a culture, passion, and strategy that caters to the fiercely independent financial services community. United Planners is an open-architecture model that offers flexible, efficient, and scalable solutions to position its financial professionals to build and manage successful businesses. Learn more about United Planners at www.UnitedPlanners.com or 800-966-8737, Option 3. United Planners is a Registered Investment Advisor with the Securities & Exchange Commission (SEC) / Registered Broker-Dealer with the Financial Industry Regulatory Authority (FINRA) / SIPC Member.

linkedin.com/company/united-planners-financial-services

General information

Firm type

RIA

What is the ownership structure of United Planners' Financial Services of America A Limited Partner?

The ownership structure is not publicly disclosed. The naming suggests a limited partnership, typically used for pooled investment or tax-advantaged estate planning, but no beneficial owners or general partners are identifiable.

Who makes investment decisions for this entity?

No investment decision-makers are named in any public source. The entity has no known CIO, CEO, or managing principal on record.

Does United Planners' Financial Services of America A Limited Partner have any public filings or regulatory disclosures?

No public filings or regulatory disclosures are traceable under this exact name. It does not appear in SEC EDGAR, state corporate registries, or industry databases as an active investment vehicle.

What investment strategy does this entity pursue?

No investment strategy is documented. The entity's mandate, asset-class focus, and stage preferences are unknown.

Is this entity related to United Planners' Financial Services of America?

The name suggests a possible affiliate or sub-entity of United Planners' Financial Services of America, a broker-dealer network, but no formal relationship has been confirmed.

What is the AUM of United Planners' Financial Services of America A Limited Partner?

AUM is not publicly disclosed. No third-party estimate exists in any accessible source.

Has this entity made any known direct investments?

No direct investments, co-investments, or fund commitments are documented in the public record.

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