Best Investors Account Sign in
Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-03-17
LA RA APPROVED 2022-03-04
TX RA APPROVED 2022-03-04
  • AZ RA
    APPROVED
    Since 2022-03-17
  • LA RA
    APPROVED
    Since 2022-03-04
  • TX RA
    APPROVED
    Since 2022-03-04

Branch Locations

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES

7373 E. Doubletree Ranch Rd. Ste. 200, Scottsdale, AZ 85258 • United States

20 Stutz Bearcat Ste. 6, Sedona, AZ 86336 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pegasus Vaulting Supply Soquel CA 01/1994 06/2024
First Financial Equity Corp Scottsdale AZ 12/2002 03/2022
German-American Chamber Of Commerce West-Arizona Chapter Phoenix AZ 01/2019 Present
Arizona Center For Germanic Cultures, Inc. Phoenix AZ 01/2005 Present
Treffpunkt, Inc. Scottsdale AZ 09/2020 Present
United Planners Financial Services Scottsdale AZ 03/2022 Present
Dieter Bollmann Independent Insurance Agent Scottsdale AZ 10/2020 Present
Dundas Wealth Management Llc Sedona AZ 09/2022 Present
Dieter Bollmann & Merrill Leffmann Sedona AZ 11/2025 Present
  • 01/1994 → 06/2024
    Pegasus Vaulting Supply
    Soquel, CA
  • 12/2002 → 03/2022
    First Financial Equity Corp
    Scottsdale, AZ
  • 01/2019 → Present
    German-American Chamber Of Commerce West-Arizona Chapter
    Phoenix, AZ
  • 01/2005 → Present
    Arizona Center For Germanic Cultures, Inc.
    Phoenix, AZ
  • 09/2020 → Present
    Treffpunkt, Inc.
    Scottsdale, AZ
  • 03/2022 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 10/2020 → Present
    Dieter Bollmann Independent Insurance Agent
    Scottsdale, AZ
  • 09/2022 → Present
    Dundas Wealth Management Llc
    Sedona, AZ
  • 11/2025 → Present
    Dieter Bollmann & Merrill Leffmann
    Sedona, AZ
Previous Registrations
  • 2004-04-26 → 2022-03-07
    Ffec Wealth Partners Llc
    Scottsdale, AZ
    Scottsdale, AZ
Other Businesses

1.) DIETER BOLLMANN INDEPENDENT INSURANCE AGENT - INSURANCE AGENT - NON-VARIABLE INSURANCE - SCOTTSDALE, AZ - SINCE 10/2020 - INVESTMENT RELATED 2.) DUNDAS WEALTH MANAGEMENT LLC - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - SCOTTSDALE, AZ - SINCE 03/2022 - INVESTMENT RELATED 3.) DUNDAS WEALTH MANAGEMENT LLC - MANAGING PARTNER - PAYROLL PURPOSES ONLY - SEDONA, AZ - 09/2022 - INVESTMENT RELATED 4.) DIETER BOLLMANN & MERRILL LEFFMANN - CO-OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - SEDONA, AZ - SINCE 11/2025 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-08-31
  • S66 Uniform Combined State Law Examination
    2000-08-31
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor