Your Destination Hybrid Partner With Offices Nationwide Since 1987

INVESTOR

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

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ADVISOR

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

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Research

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About Us

White Papers & Resources

The Truth About Cybersecurity

Solving the Cybersecurity Riddle

Corporate IAR vs Independent RIA

Advisors In Search of the Ideal Broker-Dealer

Genuine Open Architecture Is Available to Hybrids

Succession Planning

The Dual Registrant's ERISA Duel

Empowered by Technology

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IN THE NEWS

Community UPREACH

We are committed to reaching UP to the community and supporting various non-profit organizations benefitting deserving individuals and families.  Employees are encouraged to participate and volunteer as they are able.

Teamwork is the fuel that allows common people to attain uncommon results.
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