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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 2026-08-24
  • IA RA
    APPROVED
    Since 2026-08-24

Branch Locations

231 First St E, Independence, IA 50644 • 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
Illinois Seed Foundation Inc. Clarion IA 06/2019 08/2019
Hagie Manufacturing Clarion IA 05/2022 08/2022
Philmont Scout Ranch Cimarron NM 05/2023 08/2023
Home Depot Waterloo IA 02/2024 01/2025
Archdiocese Of Dubuque Dubuque IA 05/2024 08/2024
St. Stephen The Witness Catholic Student Center Cedar Falls IA 08/2024 04/2026
Investment Center Inc. Independence IA 04/2026 Present
University Of Northern Iowa Cedar Falls IA 08/2023 05/2026
Clarion Goldfield Dows Community School District Clarion IA 08/2010 05/2023
Transamerica Cedar Rapids IA 05/2025 08/2025
United Planners Financial Services Scottsdale AZ 07/2026 Present
  • 06/2019 → 08/2019
    Illinois Seed Foundation Inc.
    Clarion, IA
  • 05/2022 → 08/2022
    Hagie Manufacturing
    Clarion, IA
  • 05/2023 → 08/2023
    Philmont Scout Ranch
    Cimarron, NM
  • 02/2024 → 01/2025
    Home Depot
    Waterloo, IA
  • 05/2024 → 08/2024
    Archdiocese Of Dubuque
    Dubuque, IA
  • 08/2024 → 04/2026
    St. Stephen The Witness Catholic Student Center
    Cedar Falls, IA
  • 04/2026 → Present
    Investment Center Inc.
    Independence, IA
  • 08/2023 → 05/2026
    University Of Northern Iowa
    Cedar Falls, IA
  • 08/2010 → 05/2023
    Clarion Goldfield Dows Community School District
    Clarion, IA
  • 05/2025 → 08/2025
    Transamerica
    Cedar Rapids, IA
  • 07/2026 → Present
    United Planners Financial Services
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-22
  • S66 Uniform Combined State Law Examination
    2026-08-22

View on SEC IAPD

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