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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 2015-08-04
  • OH RA
    APPROVED
    Since 2015-08-04

Branch Locations

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

7465 Sr 366 Ste A, Huntsville, OH 43324 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Planners' Financial Services Scottsdale AZ 07/2015 Present
Clark Financial Group Huntsville OH 04/2008 Present
Michael Krouse Independent Insurance Huntsville OH 03/2005 Present
  • 07/2015 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 04/2008 → Present
    Clark Financial Group
    Huntsville, OH
  • 03/2005 → Present
    Michael Krouse Independent Insurance
    Huntsville, OH
Previous Registrations
  • 2008-05-07 → 2009-12-31
    Sunset Financial Services, Inc.
    Huntsville, OH
  • 2006-01-24 → 2007-06-08
    Osaic Fa, Inc.
    Solon, OH
  • 2005-02-22 → 2006-01-18
    Cleveland, OH
Other Businesses

1.) CLARK FINANCIAL GROUP - AGENT/REP - INSURANCE AND FINANCIAL SERVICES - SINCE 06/2009 - HUNTSVILLE, OH, - INVESTMENT RELATED 2.) MICHAEL KROUSE - ASSOCIATE - NON-VARIABLE INSURANCE - HUNTSVILLE, OH - SINCE 03/2005 - INVESTMENT RELATED 3.) CLARK FINANCIAL GROUP - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - HUNTSVILLE, OH - SINCE 03/2008 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-02-17
  • S66 Uniform Combined State Law Examination
    2005-02-17
Other Names
  • Michael Krouse

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