William Beran

Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ
• 05/2017 → 07/2019
  Bank Of America, N.A.
  Scottsdale, AZ
• 08/2019 → 07/2021
  Usa Financial Securities
  Ada Township, MI
• 08/2019 → 07/2021
  Axberg Wealth Management
  Scottdale, AZ
• 11/2019 → 07/2021
  Scottsdale Wealth Advisory Group, Pllc
  Scottsdale, AZ
• 07/2021 → Present
  United Planners Financial Services
  Scottsdale, AZ
• 07/2020 → 12/2024
  Ilending Mortgage Llc.
  Scottsdale, AZ
• 07/2021 → 11/2021
  Novus Home Mortgage
  Scottsdale, AZ
• 12/2024 → Present
  United Fidelity Funding Corporation
  Tulsa, OK

Previous Registrations

• 2019-08-01 → 2021-07-22
  Usa Financial Securities Llc
  Sun City West, AZ
  Ada, MI
  Scottsdale, AZ
  Scottsdale, AZ
• 2017-03-08 → 2019-07-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Scottsdale, AZ

Other Businesses

1.) WILLIAM BERAN - PRESIDENT - NON-VARIABLE INSURANCE - SCOTTSDALE, AZ - SINCE 08/2017 - INVESTMENT RELATED 2.) BERAN FINANCIAL PARTNERS - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - SCOTTSDALE, AZ - SINCE 07/2021 - INVESTMENT RELATED 3.) B&B HOLDING LLC DBA SMOKE TREE RANCH - PARTNER - EQUESTRIAN HUNTER AND JUMPER TRAINING FACILITY - SCOTTSDALE, AZ - NOT INVESTMENT RELATED 4.) UNITED FIDELITY FUNDING CORPORATION - MORTGAGE LOAN OFFICER - MORTGAGE RELATED SERVICES - TULSA, OK - SINCE 12/2024 - NOT INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2017-03-06

Other Names

• William Beran
• William M Beran