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United Planners Financial Services of America

United Planners Financial Services of America?uq=UG6efJS6
1987 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
1 FINANCING ROUNDS
Description

Provider of financial investment services. The company's financial investment services include brokerage, insurance and investment advisory services and it also provides back-office, technology and compliance support and training services, enabling individual investors and small businesses to identify the products and services which are important to their practice.

Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Brokerage
Other Industries
Other Financial Services
Primary Office
  • PO Box 5750
  • Scottsdale, AZ 85261
  • United States

+1 (480) 000-0000

United Planners Financial Services of America Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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United Planners Financial Services of America Former Investors

Investor Name Investor Type Holding Participating Rounds Investor Since Board Seat Contact Info

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United Planners Financial Services of America Executive Team (6)

Name Title Board
Seat
Contact
Info
David Shindel President & Chief Executive Officer
Michael Baker Executive Vice President & Chief Financial Officer
Doug Hall Vice President, Compliance & Chief Compliance Officer
Aaron Spradlin Chief Information Officer
Billy Oliverio Senior Vice President, Advisor Services & Chief Marketing Officer

1 Former Executive

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