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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
OH RA APPROVED 2022-04-14
  • OH RA
    APPROVED
    Since 2022-04-14

Branch Locations

1725 Cleveland Road, Wooster, OH 44691 • United States

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

1001 Jaycox Road, Avon, OH 44011 • 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
Securities Service Network Wooster OH 05/2013 09/2020
Ssn Advisory, Inc Wooster OH 05/2013 09/2020
Securities America, Inc. Wooster OH 09/2020 04/2022
Securities America Advisors, Inc. Wooster OH 09/2020 04/2022
United Planners Financial Services Scottsdale AZ 04/2022 Present
Ross Cochrell Wooster OH 01/2008 Present
Laurel Oaks, Llc Wooster OH 01/2014 Present
1840 Angus Farm, Llc Homerville OH 01/2020 Present
Stockman's Supply, Llc Homerville OH 08/2022 Present
Cochrell Holdings, Llc Wooster OH 01/2013 Present
Cochrell Financial, Inc. Wooster OH 01/2025 Present
  • 05/2013 → 09/2020
    Securities Service Network
    Wooster, OH
  • 05/2013 → 09/2020
    Ssn Advisory, Inc
    Wooster, OH
  • 09/2020 → 04/2022
    Securities America, Inc.
    Wooster, OH
  • 09/2020 → 04/2022
    Securities America Advisors, Inc.
    Wooster, OH
  • 04/2022 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 01/2008 → Present
    Ross Cochrell
    Wooster, OH
  • 01/2014 → Present
    Laurel Oaks, Llc
    Wooster, OH
  • 01/2020 → Present
    1840 Angus Farm, Llc
    Homerville, OH
  • 08/2022 → Present
    Stockman's Supply, Llc
    Homerville, OH
  • 01/2013 → Present
    Cochrell Holdings, Llc
    Wooster, OH
  • 01/2025 → Present
    Cochrell Financial, Inc.
    Wooster, OH
Previous Registrations
  • 2020-09-18 → 2022-04-18
    Securities America Advisors, Inc.
    Wooster, OH
  • 2013-05-06 → 2020-09-18
    Ssn Advisory, Inc.
    Burbank, OH
  • 2011-02-23 → 2013-05-07
    Wooster, OH
  • 2011-05-26 → 2012-07-19
    Berlin, OH
  • 2010-01-01 → 2011-02-28
    Ashland, OH
    Loudonville, OH
    Ashland, OH
    Jeromesville, OH
    Shelby, OH
    Orrville, OH
    Orrville, OH
    Dalton, OH
    Doylestown, OH
    Wooster, OH
    Fredericksburg, OH
    Shreve, OH
    Wooster, OH
    Wooster, OH
    Rittman, OH
    Millersburg, OH
    Millersburg, OH
Other Businesses

1.) ROSS COCHRELL - INSURANCE AGENT - NON-VARIABLE INSURANCE - WOOSTER, OH - SINCE 01/2008 - INVESTMENT RELATED 2.) LAUREL OAKS, LLC - MANAGER - REAL ESTATE SALES/RENTAL PROPERTIES - PROPERTY MANAGEMENT - WOOSTER, OH - SINCE 01/2014 - INVESTMENT RELATED 3.) 1840 ANGUS FARM, LLC - SOLE OWNER - AGRICULTURE - HOMERVILLE, OH - SINCE 01/2020 - NOT INVESTMENT RELATED 4.) COCHRELL FINANCIAL ADVISORS - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - WOOSTER, OH - SINCE 02/2011 - INVESTMENT RELATED 5.) STOCKMAN'S SUPPLY, LLC - SOLE MEMBER - EQUIPMENT SALES - HOMERVILLE, OH - SINCE 08/2022 - NOT INVESTMENT RELATED 6.) COCHRELL HOLDINGS, LLC - SOLE MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - WOOSTER, OH - SINCE 01/2013 - INVESTMENT RELATED 7.) ROSS COCHRELL - OWNER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - WOOSTER, OH - SINCE 01/2025 - NOT INVESTMENT RELATED 8.) ELMHURST, LLC - MEMBER - PERSONAL ESTATE PLANNING - WOOSTER, OH - SINCE 03/2026 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-29
S63 Uniform Securities Agent State Law Examination 2008-07-21
  • S66 Uniform Combined State Law Examination
    2009-12-29
  • S63 Uniform Securities Agent State Law Examination
    2008-07-21

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