United Planners Financial Services, A Limited Partnership, is a Securities and Exchange Commission (SEC) registered investment advisor, broker/dealer and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC).  United Planners has been a broker/dealer since 1987 and a registered investment advisor since 2000.

United Planners is a Limited Partnership where founders & their successors own 45% of the firm.  The remaining 55% is owned with advisors who qualify as Limited Partners.   The ownership structure is unique and fosters a healthy culture of ownership, responsibility and reward.

As of 1/1/2025:
Home office employees:  83
Branches nationwide:  348
Producing advisors:  457
AUM:  Over $10 Billion

Account Safety: United Planners is a member of the Securities Investor Protection Corporation (SIPC) which protects securities clients of its members up to $500,000 (including $100,000 for claims for cash). Explanatory brochure available upon request or at www.SIPC.org

Pershing, LLC carries an additional insurance policy that provides coverage for securities that are not already covered through SIPC if Pershing, LLC becomes insolvent. See full details here: Strength and Stability | BNY Pershing