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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
IL RA APPROVED 2012-10-16
  • IL RA
    APPROVED
    Since 2012-10-16

Branch Locations

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

650 E Devon Ave Ste 125, Itasca, IL 60143 • 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
Parkside Holdings, Llc. Itasca IL 07/2005 Present
United Planners' Financial Services Scottsdale AZ 09/2012 Present
Troutman And Associates Inc Itasca IL 04/2004 Present
Troutman & Associates, Inc. Itasca IL 06/1996 05/2019
David L Troutman Trust Wooddale IL 07/2013 Present
Troutman Semler Llc Itasca IL 01/2018 Present
Troutman & Associates, Inc Itasca IL 01/2020 Present
  • 07/2005 → Present
    Parkside Holdings, Llc.
    Itasca, IL
  • 09/2012 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 04/2004 → Present
    Troutman And Associates Inc
    Itasca, IL
  • 06/1996 → 05/2019
    Troutman & Associates, Inc.
    Itasca, IL
  • 07/2013 → Present
    David L Troutman Trust
    Wooddale, IL
  • 01/2018 → Present
    Troutman Semler Llc
    Itasca, IL
  • 01/2020 → Present
    Troutman & Associates, Inc
    Itasca, IL
Previous Registrations
  • 2020-02-19 → 2020-07-02
    Troutman & Associates Inc.
    Itasca, IL
  • 2010-09-22 → 2012-11-02
    Wrp Investments, Inc.
    Youngstown, OH
    Arlington Heights, IL
Other Businesses

1.) PARKSIDE HOLDING - MANAGER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - ITASCA, IL - SINCE 07/2005 - INVESTMENT RELATED 2.) TROUTMAN AND ASSOCIATES INC - PRESIDENT - DBA MARKETING FOR ALL OF OUR SERVICES. ESTATE PLANNING/ELDER CARE PLANNING THROUGH NATION ELDER SERVICES ASSOCIATES ITASCA, IL - SINCE 04/2004 - NOT INVESTMENT RELATED 3.) TROUTMAN & ASSOCIATES, INC. - PRESIDENT - NON-VARIABLE INSURANCE - ITASCA, IL - SINCE 04/2004 - INVESTMENT RELATED 4.) DAVID L TROUTMAN TRUST - SECONDARY TRUSTEE - SECONDARY TRUSTEE ON MY DAD'S TRUST - WOODDALE, IL - SINCE 07/2013 - NOT INVESTMENT RELATED 5.) TROUTMAN SEMLER LLC - MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - ITASCA, IL - SINCE 01/2018 - INVESTMENT RELATED 6.) licensed insurance agent of Troutman & Associates, Inc.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-07-13
S63 Uniform Securities Agent State Law Examination 1996-09-17
  • S65 Uniform Investment Adviser Law Examination
    2010-07-13
  • S63 Uniform Securities Agent State Law Examination
    1996-09-17
Other Names
  • Tim Troutman
  • Timothy Neil Troutman

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