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
Total assets: $26.1 billion

Account Safety: United Planners is a member of the Securities Investor Protection Corporation (SIPC). SIPC provides investors insurance coverage for the first $500,000 for securities including $100,000 for cash in the event of financial failure of the institution that custodies the client's assets. SIPC does not cover losses in accounts due to a decline in market value. You can obtain additional information about SIPC by contacting SIPC at (202) 371-8300 or online 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.