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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
CA RA APPROVED 2018-11-13
  • CA RA
    APPROVED
    Since 2018-11-13

Branch Locations

7491 N Remington #102, Fresno, CA 93711 • 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
Nilmeier Financial & Insurance Services Fresno CA 07/2006 01/2019
Rbfs Outside Services Inc. Aka. Rice Brown Financial Services Saint George UT 10/2008 01/2019
United Planners Financial Services Scottsdale AZ 03/2010 Present
Nilmeier Financial & Insurance Services Fresno CA 08/2005 Present
Nilmeier Insurance Services, Inc Fresno CA 08/2005 Present
  • 07/2006 → 01/2019
    Nilmeier Financial & Insurance Services
    Fresno, CA
  • 10/2008 → 01/2019
    Rbfs Outside Services Inc. Aka. Rice Brown Financial Services
    Saint George, UT
  • 03/2010 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 08/2005 → Present
    Nilmeier Financial & Insurance Services
    Fresno, CA
  • 08/2005 → Present
    Nilmeier Insurance Services, Inc
    Fresno, CA
Previous Registrations
  • 2008-10-28 → 2019-04-12
    Rice Brown Financial Services
    Fresno, CA
    Colorado Springs, CO
  • 2007-12-11 → 2010-05-05
    Next Financial Group, Inc.
    Houston, TX
    Fresno, CA
  • 2008-01-17 → 2008-10-27
    Rice Brown Financial Services
    Fresno, CA
    Saint George, UT
    Fresno, CA
  • 2006-08-15 → 2007-12-13
    Fresno, CA
  • 2001-02-21 → 2006-08-11
    Fresno, CA
Other Businesses

1.) NILMEIER FINANCIAL & INSURANCE SERVICES - DBA NAME MARKETING PURPOSES ONLY - FRESNO, CA - SINCE 08/2005 - INVESTMENT RELATED 2.) NILMEIER INSURANCE SERVICES, INC - INSURANCE AGENT - NON-VARIABLE INSURANCE - FRESNO, CA - SINCE 08/2005 - INVESTMENT RELATED

Other Names
  • Richard Dale Nilmeier
  • Richard Nilmeier

View on SEC IAPD

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