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FINANCIAL PROFESSIONALS

If you are an advisor considering affiliating with United Planners, click here for more information.

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INVESTORS

If you are a current investor, or considering investing through United Planners, click here for more information.

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ABOUT US

Learn more about the history of the firm, our culture, meet the leadership team and how United Planners gives back to the community.

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What Financial professionals say

Alan Stephenson

Limited Partner

United Planners is more than a Broker/Dealer; it is a home. When I was diagnosed with cancer, my United Planners family surrounded me with love, prayers, and support in a way that is completely unheard of in our industry.

Karman Scott

Limited Partner

I have been affiliated with United Planners for 25+ years. It has been my experience from Day One that the Home Office works very hard to be on the same team with the field. This teamwork culture grows each year. I am constantly amazed at the ongoing effort to add value and efficiency for my office and my clients.

Charlie Artmann

Limited Partner

Every BD promises a seamless transition. At UP, exceeding expectations was the norm.

Kevin Baird

Limited Partner

United Planners is exactly as advertised: Small, efficient & friendly. As a partner/part owner of the firm, I have a vote and voice in how the company grows and evolves.

WHAT EMPLOYEES SAY

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What makes United Planners unique?

Michael A. Baker
President, CEO and General Partner

What motivates Sheila every day?

Sheila J. Cuffari-Agasi
Executive Vice President, Chief Revenue Officer and General Partner

How does Billy remain passionate about United Planners?

Billy Oliverio
Executive Vice President, Chief Marketing Officer and General Partner

JoinUP Today! (Financial Professionals Only)

If you are an advisor considering affiliating with United Planners, click the link below to download our eKit. Read more to learn about the Steps of Affiliation, Transition Support and Succession Planning services.

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CONTACT US

  • PHYSICAL ADDRESS:

    7333 E. Doubletree Ranch Road
    Suite 120
    Scottsdale, AZ 85258
  • MAILING ADDRESS:

    PO Box 5750
    Scottsdale, AZ 85261

  • PHONE NUMBER:

    480-991-0225
    800-966-8737