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United Planners' Financial Services Of America A Limited Partner CRD 20804
$12.8B regulatory AUM 483 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2007-04-30 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners Financial Services | Scottsdale | AZ | 08/1999 | Present |
| Independent Insurance Agent | Phoenix | AZ | 08/1999 | Present |
| Abe Bochner,Cfp | Phoenix | AZ | 01/1989 | Present |
| Abe Bochner,Cfp | Phoenix | AZ | 01/1989 | Present |
1.) ABE BOCHNER,CFP - OWNER - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 01/1989 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-03 |
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