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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:

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 2007-08-20
  • AZ RA
    APPROVED
    Since 2007-08-20

Branch Locations

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

1599 E Orangewood Ave Suite 150, Phoenix, AZ 85020 • 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
United Planners' Financial Services Scottsdale AZ 07/2000 Present
Rogers & Kirby, Inc. Phoenix AZ 07/2000 04/2021
Bkmr Enterprises, Llc Phoenix AZ 10/2006 Present
Phoenix College Phoenix AZ 08/2011 Present
Dennis Rogers - Rental Phoenix AZ 01/2009 Present
Rkg Enterprise, Llc Phoenix AZ 08/2016 Present
Rogers & Kirby, Inc. Phoenix AZ 01/2012 04/2021
Agape Insurance Partners, Inc. Phoenix AZ 05/2018 09/2019
  • 07/2000 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 07/2000 → 04/2021
    Rogers & Kirby, Inc.
    Phoenix, AZ
  • 10/2006 → Present
    Bkmr Enterprises, Llc
    Phoenix, AZ
  • 08/2011 → Present
    Phoenix College
    Phoenix, AZ
  • 01/2009 → Present
    Dennis Rogers - Rental
    Phoenix, AZ
  • 08/2016 → Present
    Rkg Enterprise, Llc
    Phoenix, AZ
  • 01/2012 → 04/2021
    Rogers & Kirby, Inc.
    Phoenix, AZ
  • 05/2018 → 09/2019
    Agape Insurance Partners, Inc.
    Phoenix, AZ
Other Businesses

1.) RKG ENTERPRISE, LLC - MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX. AZ - SINCE 08/2016 - NOT INVESTMENT RELATED 2.) DENNIS ROGERS - OWNER - RESIDENTIAL RENTAL PROPERTY - PHOENIX, AZ - SINCE 01/2009 - NOT INVESTMENT RELATED 3.) BKMR ENTERPRISE, LLC - MEMBER - COMMERCIAL BUILDING OWNERS - PHOENIX, AZ - SINCE 01/2012 - NOT INVESTMENT RELATED 4.) DENNIS ROGERS - VOLUNTEER - FACILITATE FINANCIAL PEACE UNIVERSITY CLASSES FOR CHURCH AND OTHER GROUPS - PHOENIX, AZ - SINCE 11/2019 - NOT INVESTMENT RELATED 5.) ARK INSURANCE SOLUTIONS - VICE PRESIDENT - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 09/2019 - INVESTMENT RELATED 6.) FIRESKY FINANCIAL INC. - CLIENT RELATIONSHIP MANAGER - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED 7.) FIRESKY FINANCIAL INC. - INDEPENDENT INSURANCE AGENT - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED 8.) ROGERS KIRBY ENTERPRISE - INSURANCE & ANNUITY SALES AND SERVICE - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 09/2020 - INVESTMENT RELATED 9.) ROGERS KIRBY ENTERPRISE - CPA - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - PHOENIX, AZ - SINCE 09/2020 - INVESTMENT RELATED 10.) ROGERS KIRBY ENTERPRISE - ADVISOR - CONSULTING SERVICES - PHOENIX, AZ - SINCE 09/2020 - INVESTMENT RELATED 11.) DENNIS ROGERS - AUTHOR - AUTHOR - PHOENIX, AZ - SINCE 11/2021 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-10-27
S63 Uniform Securities Agent State Law Examination 1992-08-26
  • S65 Uniform Investment Adviser Law Examination
    1995-10-27
  • S63 Uniform Securities Agent State Law Examination
    1992-08-26
Designations
  • Certified Financial Planner

View on SEC IAPD

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