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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
IA RA APPROVED 2025-08-01
  • IA RA
    APPROVED
    Since 2025-08-01

Branch Locations

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States

2304 N. Washington Blvd., Camanche, IA 52730 • 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
Wealthplan Partners, Llc Dba Independent Investment Services Camanche IA 11/2019 Present
Securities America, Inc. Camanche IA 05/2020 06/2024
Us Army - Active Duty Mcchord WA 12/2014 11/2019
Osaic Wealth, Inc. Camanche IA 06/2024 08/2025
Us Army Reserves Davenport IA 11/2019 Present
United Planners Financial Services Scottsdale AZ 08/2025 Present
Anthony Stoll Camanche IA 06/2023 Present
  • 11/2019 → Present
    Wealthplan Partners, Llc Dba Independent Investment Services
    Camanche, IA
  • 05/2020 → 06/2024
    Securities America, Inc.
    Camanche, IA
  • 12/2014 → 11/2019
    Us Army - Active Duty
    Mcchord, WA
  • 06/2024 → 08/2025
    Osaic Wealth, Inc.
    Camanche, IA
  • 11/2019 → Present
    Us Army Reserves
    Davenport, IA
  • 08/2025 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 06/2023 → Present
    Anthony Stoll
    Camanche, IA
Previous Registrations
Other Businesses

1.) INDEPENDENT INVESTMENT SERVICES, INC. - ASSISTANT TO TAX PREPARER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - CAMANCHE, IA - SINCE 11/2019 - NOT INVESTMENT RELATED 2.) US ARMY RESERVE - MAJOR - ARMY OFFICER - MILWAUKEE, WI - SINCE 05/2026 - NOT INVESTMENT RELATED 3.) ANTHONY STOLL - INSURANCE AGENT - NON-VARIABLE INSURANCE - CAMANCHE, IA - SINCE 06/2023 - INVESTMENT RELATED 4.) INDEPENDENT INVESTMENT SERVICES - FACILITATOR & NOTARY - ESTATE PLANNING - CAMANCHE, IA - SINCE 07/2026 - INVESTMENT RELATED 5.) INDEPENDENT INVESTMENT SERVICES - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - CAMANCHE, IA - SINCE 11/2019 - INVESTMENT RELATED 6.) INDEPENDENT INVESTMENT SERVICES: NOTARY - IOWA NOTARY - NOTARY - CAMANCHE, IA - SINCE 01/2026 - NOT INVESTMENT RELATED 7.) THE FALLEN OUTDOORS - TEAM STAFF MEMBER - STAFF MEMBER - CAMANCHE, IA - SINCE 05/2026 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-19
  • S66 Uniform Combined State Law Examination
    2020-08-19
Designations
Other Names
  • Tony Stoll

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