About United Planners
United Planners is a company founded in 1997. It operates as a B2B and B2C. United Planners offers products and services including Affiliation Services, Investment Tools, and Transition Support.
- SectorsTechnologyFinancial Services
- Phone•••• ••••
- Website unitedplanners.com
- Legal Name United Planners Financial Services Of America
Products & Services of United Planners
United Planners offers a comprehensive portfolio of products and services, including Affiliation Services, Investment Tools, and Transition Support.
Platform for advisors to affiliate and access support tools
Tools for investment management and educational resources
Assistance for seamless advisor transitions and succession planning
People of United Planners
30 people are tracked at United Planners (10 in leadership, 20 in team).
| Name | Role | Group |
|---|---|---|
Sheila J. Cuffari-Agasi | EVP, Chief Revenue Officer & General Partner | Leadership |
Billy Oliverio | EVP, CMO & General Partner | Leadership |
Dave Hauer | Chief Compliance Officer | Leadership |
Michael A. Baker | President, CEO & General Partner | Leadership |
Rose Tipton | VP, Operations & Trading | Leadership |
Aaron Spradlin | Chief Information Officer | Leadership |
Chad Shindel | EVP, Chief Financial Officer & General Partner | Leadership |
Babette Molina | Assistant Vice President, Accounting | Leadership |
Chad Shindel Cpa, Cgma | Vice President - Chief Financial Officer | Leadership |
Aif® Sheila Cuffari-Agasi | Executive Vice President Chief Revenue Officer | Leadership |
Boyd Taylor | AVP, Annuities, Insurance, Mutual Fund Services | Team |
Thane Walton | AVP, Retirement Plan Services | Team |
Eric Craig | AVP, Alternative Investments | Team |
Taylour Miller | AVP, Corporate Events & Communications | Team |
Christy Rhodes-Margaritis | Business Solutions Manager | Team |
Edward S. Laskin | Investment Advisory Representative | Team |
Lexie Franco | Investment Advisory Representative/registered Representative | Team |
Ken Brundage | Trader | Team |
Paul Perreault | Investment Advisory Representative | Team |
Craig Wright | Investment Advisory Representative | Team |
10 more people are available in the full profile.
Complete people profiles for United Planners
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Web traffic of United Planners
The website of United Planners (unitedplanners.com) receives about 14.2K visits a month.
- Monthly visits14.2K
▲ 122.2% vs previous month
Websites whose visitors overlap most with United Planners. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| aamlive.com | 98% | 16K | #1,153,271 | View details | |
| marketing.pro | 58% | 4.5K | #6,352,918 | View details |
Latest news on United Planners
Complete news archive for United Planners
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
- Source and publication date
- Older coverage
- Brand-specific news history
Verified entity values are shown only after access is granted.
Similar companies to United Planners
10 companies that operate in the same segment as United Planners (Investment & Financial Technology), ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Commission-free trading and investment services are provided by Robinhood. | 2013 | Menlo Park, California, United States | USD 5.73 B | USD 2.98 B | 2,300 | |
Online exchange platform for cryptocurrency | 2017 | Ta Xbiex, Malta | USD 2.02 B | – | – | |
Online social trading platform for cryptocurrency, stocks, ETFs, and CFDs | 2007 | Tel Aviv, Israel | USD 422.94 M | USD 925.73 M | – | |
Financial data and investment advisory tools are offered online. | 1984 | Chicago, Illinois, United States | USD 91 M | USD 351.25 K | 6 | |
App-based brokerage stock trading platform | 1996 | Mumbai, Maharashtra, India | USD 38.41 M | USD 548.9 M | 3,830 | |
App-based platform for spare change investment | 2012 | Irvine, California, United States | USD 587.84 M | – | – | |
Smart investment portfolios are offered via an online platform. | 2015 | Bengaluru, Karnataka, India | USD 121.05 M | USD 635.51 K | 231 | |
App-based automated investment and retirement planning platform | 2010 | New York, New York, United States | USD 335 M | – | – | |
Money Forward is engaged in providing financial technology solutions. | 2012 | Minato, Tokyo, Japan | USD 42.9 M | USD 322.51 M | 2,600 | |
Wealth management solutions are delivered for investment advisors. | 2009 | Mountain View, California, United States | USD 759.1 M | – | – |
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Frequently Asked Questions about United Planners
United Planners was founded in 1997.
United Planners Financial Services operates as a broker-dealer, offering tools, training, and support for financial professionals and investors. They focus on seamless affiliations, transition assistance, and community building, emphasizing independence and excellence. Based in Scottsdale, Arizona, they serve advisors through partnership models and provide educational resources for clients in the financial sector.
United Planners offers Affiliation Services, Investment Tools, and Transition Support.
United Planners operates through United Planners Financial Services Of America.