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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...

Business Solutions

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.  Learn More...

Investor Information

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...

ID TheFt Assist Update

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Media Mentions

United Planners Ranked in Top 10 Broker-Rated IBDs - March 2014
United Planners Announces Staffing, Organizational Changes - March 2014
Enhances Practice Management, Retirement Plan Services
Dave Shindel, President and CIO, acknowledges the strong partnership with dynamic firms such as TCA. - January 2014

United Planners on Its Tech: The Glue That Holds It All Together - November 2013
Our master philosophy is "enter once, use many".  Sheila Cuffari-Agasi, Vice President Partner Development, says when describing the technology employed at United Planners Financial Services.

8 Steps to a Successful Succession Plan: United Planners - October 2013
Too many advisors still run their firms as a practice, rather than a business, says UP's Cuffari-Agasi, Vice President Partner Development.

LaserApp Case Study - featuring Aaron Spradlin, VIce President Information Technology

Wealth Interviewed Tom Oliver - November 2012

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

United Planners Adds Broadridge’s Matrix Financial Solutions to its Select Qualified Plan Platform - August 2012

United Planners Ranked #4 in AdvisorOne's "Top 10 RIA-Friendly Indie BDs" - June 2012


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