United Planners Financial Services, A Limited Partnership, is a Securities and Exchange Commission (SEC) registered investment advisor, broker/dealer and a member of the Financial Industry Regulatory Authority (FINRA) and the Securities Investors Protection Corporation (SIPC).  United Planners has been a broker/dealer since 1987 and a registered investment advisor since 2000.

United Planners is a Limited Partnership where founders & their successors own 45% of the firm.  The remaining 55% is owned with advisors who qualify as Limited Partners.   The ownership structure is unique and fosters a healthy culture of ownership, responsibility and reward.

United Planners is independent from other financial institutions and provides full brokerage, insurance, and investment advisory services to over 400 prestigious financial professionals throughout the United States. 

As of December 31, 2022 United Planners had over $6.08 billion in assets under management.

Account Safety: United Planners is a member of the Securities Investor Protection Corporation (SIPC). SIPC provides investors insurance coverage for the first $500,000 for securities including $100,000 for cash in the event of financial failure of the institution that custodies the client's assets. SIPC does not cover losses in accounts due to a decline in market value. You can obtain additional information about SIPC, including the SIPC Brochure by contacting SIPC at (202) 371-8300 or online at www.SIPC.org. Pershing, LLC carries an additional insurance policy that provides coverage for securities that are not already covered through SIPC if Pershing, LLC becomes insolvent.