CRD: 20804
United Planners' Financial Services OF America A Limited Partner
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- Custodian
- Axos · Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-02-1988
- Office Locations
- 300
Office Locations
About United Planners' Financial Services OF America A Limited Partner
United Planners is an independent broker/dealer and advisor affiliation platform supporting solo advisors and teams with home-office tools and transition support, including succession planning. The firm enables client portfolios using ETFs and mutual funds, alongside insurance and annuities. A differentiator for distribution leaders: affiliated advisors can be limited-partner owners with a voice in the firm’s direction.
Team overview
Insights
Asset Classes
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
MICHAEL A BAKER
President
- CRD
- #4037933
- Ownership
- Less than 5%
SHEILA JUNE CUFFARI-AGASI
EXECUTIVE VICE PRESIDENT, Vice President
- CRD
- #2401020
- Ownership
- Less than 5%
Showing 2 of 5 owners & executives
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CAROLYN SUE ADAMS
--
- CRD
- #4850545
Craig Michael Adams
--
- CRD
- #4696984
Showing 2 of 608 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $607,097,673 | $522,459 |
| Non-Discretionary | $12,163,668,876 | $260,347 |
| Total | $12,770,766,549 | $266,708 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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