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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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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.

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Why United Planners

David Shindel, President & CEO

Michael Baker, Executive Vice President & CFO

Sheila Cuffari, Senior Vice President, Partner Development

Scott O'Keeffe, Assistant Vice President, Partner Development

Billy Oliverio, Senior Vice President, Chief Marketing Officer

Mike Goyarts, Assistant Vice President, Practice Management

Christy Margaritis, Assistant Vice President, Partner Development

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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

LifeYield Announces Strategic Partnership With United Planners - May 2018

United Planners Ranked #41of Independent Broker-Dealers by Revenue - April 2018

Tech Firms Clash for RIA Market Share - November 2017

United Planners Deploys Entreda Unify as the Cybersecurity Compliance Platform - November 2017

cleverDome Launches Secure Finanacial Services Solution at the 2017 T3 Enterprise Conference - November 2017

Not Your Typical Hybrid Firm - August 2017

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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