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Dave B Hauer

United Planners' Financial Services Of America A Limited Partner

Scottsdale, AZ

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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 2012-06-08
  • AZ RA
    APPROVED
    Since 2012-06-08

Branch Locations

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • 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
United Planners' Financial Services Scottsdale AZ 05/2012 Present
Dave Hauer - Independent Insurance Phoenix AZ 03/2016 04/2023
  • 05/2012 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 03/2016 → 04/2023
    Dave Hauer - Independent Insurance
    Phoenix, AZ
Previous Registrations
  • 2006-07-10 → 2012-05-15
    Osaic Services, Inc.
    Phoenix, AZ
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-30
S63 Uniform Securities Agent State Law Examination 2003-08-11
  • S66 Uniform Combined State Law Examination
    2006-05-30
  • S63 Uniform Securities Agent State Law Examination
    2003-08-11
Other Names
  • Dave Hauer

View on SEC IAPD

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Other Offices

BRIDGELIGHT CAPITAL LLC · SCOTTSDALE, AZ
MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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