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.
View Top Employees from United Planners Financial ServicesWebsite | http://www.unitedplanners.com |
Revenue | $68 million |
Employees | 209 (147 on RocketReach) |
Founded | 1987 |
Address | 7333 E. Doubletree Ranch Rd. Suite 120, Scottsdale, Arizona 85258, US |
Phone | (480) 991-0225 |
Technologies |
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Industry | Financial Services, Finance General, Banking, Brokerage, Finance, Other Financial Services, Broker-Dealer, Lending and Investments, Brokerage Services, Crowdfunding, Investment Advisory, Investment Management, Financial Planning, Practice Management, Strategic Partnerships, Technology Services, Marketing Services, Insurance Products, Business Solutions, Succession Planning |
Web Rank | 2 Million |
Keywords | Wealth Management Australia, Financial Planning, Investment Management Services, Insurance Services, Financial Professionals, Back Office |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 52393 Companies, NAICS Code 5231 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
Looking for a particular United Planners Financial Services employee's phone or email?
The United Planners Financial Services annual revenue was $68 million in 2024.
Aaron Spradlin is the CIO of United Planners Financial Services.
147 people are employed at United Planners Financial Services.
United Planners Financial Services is based in Scottsdale, Arizona.
The NAICS codes for United Planners Financial Services are [523, 52393, 5231, 52, 5239].
The SIC codes for United Planners Financial Services are [62, 628].