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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2010-07-08 |
Branch Locations
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • UNITED STATES
1453 South Shore Dr., Holland, MI 49423 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Planners' Financial Services | Scottsdale | AZ | 06/2010 | Present |
| Zoet & Associates Llc | Scottsdale | AZ | 06/2010 | 04/2019 |
| Zoet Financial | Holland | MI | 03/2013 | Present |
| Jon Zoet | Holland | MI | 03/1982 | Present |
1.) ZOET FINANCIAL - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - HOLLAND, MI - SINCE 03/2013 - INVESTMENT RELATED 2.) JON ZOET INDEPENDENT INSURANCE - AGENT - NON-VARIABLE INSURANCE - HOLLAND, MI - SINCE 03/1982 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-25 |
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