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Partnership

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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As your Broker-Dealer we work with you to identify the products and services which are important to your practice.  We become your partner and help provide you with the best in class tools at a discounted price while offering top-notch support.

United Planners Culture Videos (password = upfs2016)

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


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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