United Planners'
Scottsdale, AZ
2
staff members
Company Profile
United Planners' Financial Services wants to unite its clients with financial success. The securities broker/dealer provides brokerage, insurance, and investment advisory services to more than 300 independent registered investment advisors that offer such services to individual investors and small businesses across the US. United Planners also provides back-office, technology, and compliance support and training. Clearing services are offered through a pact with Pershing. Founded in 1987, United Planners was acquired by Pacific Life later that year. It became independent when its management bought back Pacific Life's stake in 2007.
1 to 50 Employees
TypeCompany - Private
Revenue$25 to $50 million (USD)
IndustryBrokerage Services
Competitors?Unknown
Founded
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CEO
Worked since Wednesday, Dec 10 2025
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ManagerWorked since - -
Technology OperationsWorked since -
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