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United Planners is uniquely structured as a Partnership and shares the profits with Limited Partners located across the United States.  Learn More...
 

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Why United Planners

David Shindel, President & CEO

Michael Baker, Executive Vice President & CFO

Sheila Cuffari, Vice President Partner Development

Scott O'Keeffe, Assistant Vice President Partner Development

Billy Oliverio, Vice President Advisor Services

Mike Goyarts, Practice Management Consultant

Christy Margaritis, Assistant Vice President Business Solutions
 


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Welcome to the United Planners website.  This section of our website is dedicated to providing clients and potential clients of our registered Financial Services Representatives information and important disclosures about their choice of broker-dealer firms.  Learn More...



In the news


Thane Walton weighs in on "Hillary Clinton vs. Donald Trump: Who are you voting against?" - September 2016

UP Part of Coders Gathered at FuseUtah to Develop Future of Advisor Technology - September 2016

UP In a Podcast with Steve Sanduski - Belay Advisor - September 2016

United Planners Ranked #3 in IBDs with Fastest Growing Revenue - August 2016

United Planners Makes FT's Top RIA List - August 2016

United Planners is Excited to be a Returning Judge for the Orion Fuse Event - August 2016

United Planners Ranked #7 in IBDs with Highest Producing Reps - August 2016

UnitedPlanners Ranked #7 in IBDs with Fastest Growing Payouts - July 2016

United Planners Is One of the Fastest Growing IBDs - June 2016

B-D Recruiting: Views from the Experts - August 2015

UP Judges Inaugural Fuse Weekend Conference for Financial Services Software Developers - September 2014

United Planners Announces Advisor Services Division - March 2014

United Planners Selects Finance Logix for Financial Planning Technology Platform - August 2012

 

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