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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 2025-05-08
TX RA APPROVED 2025-05-02
  • AZ RA
    APPROVED
    Since 2025-05-08
  • TX RA
    APPROVED
    Since 2025-05-02

Branch Locations

7055 W. Bell Rd. Ste. B1, Glendale, AZ 85308 • United States

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • 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
Cue Financial Group, Inc. Phoenix AZ 08/2007 12/2018
Foothill Securities, Inc. Phoenix AZ 08/2009 12/2016
Cue Financial Group, Inc. Insurance Sales Phoenix AZ 03/2005 Present
Securities America, Inc. Phoenix AZ 12/2016 06/2024
Pfg Advisors, Llc Phoenix AZ 04/2018 Present
Osaic Wealth, Inc. Phoenix AZ 06/2024 Present
United Planners Scottsdale AZ 05/2025 Present
Jacqueline Lee Flindall Phoenix AZ 03/2005 Present
  • 08/2007 → 12/2018
    Cue Financial Group, Inc.
    Phoenix, AZ
  • 08/2009 → 12/2016
    Foothill Securities, Inc.
    Phoenix, AZ
  • 03/2005 → Present
    Cue Financial Group, Inc. Insurance Sales
    Phoenix, AZ
  • 12/2016 → 06/2024
    Securities America, Inc.
    Phoenix, AZ
  • 04/2018 → Present
    Pfg Advisors, Llc
    Phoenix, AZ
  • 06/2024 → Present
    Osaic Wealth, Inc.
    Phoenix, AZ
  • 05/2025 → Present
    United Planners
    Scottsdale, AZ
  • 03/2005 → Present
    Jacqueline Lee Flindall
    Phoenix, AZ
Previous Registrations
  • 2018-04-16 → 2025-05-13
    Phoenix, AZ
  • 2008-06-23 → 2018-12-31
    Cue Financial Group, Inc.
    Scottsdale, AZ
    Phoenix, AZ
    Phoenix, AZ
Other Businesses

1.) STEVE LAUT FAMILY TRUST - SUCCESSOR TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - PHOENIX, AZ - SINCE 03/2025 - NOT INVESTMENT RELATED 2.) R&R RANCH - PRESIDENT - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - RIO VERDE, AZ - SINCE 10/2023 - NOT INVESTMENT RELATED 3.) THE A & J FLINDALL FAMILY TRUST - TRUSTEE - ACTING IN A FIDUCIARY CAPACITY (E.G. POA, TRUSTEE, EXECUTOR) - PHOENIX, AZ - SINCE 01/2008 - INVESTMENT RELATED 4.) SPARROW FINANCIAL LLC - MANAGING PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 05/2025 - INVESTMENT RELATED 5.) JACQUELINE LEE FLINDALL - INSURANCE AGENT - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 03/2005 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-05-07
S63 Uniform Securities Agent State Law Examination 2006-08-14
  • S65 Uniform Investment Adviser Law Examination
    2008-05-07
  • S63 Uniform Securities Agent State Law Examination
    2006-08-14
Designations
Other Names
  • Jacque Laut
  • Jacqueline Lee Laut
  • Jacqueline Lee Laut
  • Jacqueline Lee Flindall
  • Jacqueline Lee Laut
  • Jacque Flindall

View on SEC IAPD

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