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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 2011-05-09
  • AZ RA
    APPROVED
    Since 2011-05-09

Branch Locations

1599 E Orangewood Ave Suite 150, Phoenix, AZ 85020 • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
United Planners Financial Services Scottsdale AZ 10/2000 Present
Rogers & Kirby, Inc. Phoenix AZ 10/2000 03/2021
Bkmr Enterprise, Llc Phoenix AZ 06/2006 Present
Rkg Enterprise, Llc Phoenix AZ 05/2018 Present
Agape Insurance Partners Phoenix AZ 05/2018 01/2019
Rogers & Kirby Enterprise Phoenix AZ 03/2021 10/2023
Firesky Financial, Inc Phoenix AZ 03/2021 Present
Frank M Kirby Phoenix AZ 03/2021 Present
  • 10/2000 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 10/2000 → 03/2021
    Rogers & Kirby, Inc.
    Phoenix, AZ
  • 06/2006 → Present
    Bkmr Enterprise, Llc
    Phoenix, AZ
  • 05/2018 → Present
    Rkg Enterprise, Llc
    Phoenix, AZ
  • 05/2018 → 01/2019
    Agape Insurance Partners
    Phoenix, AZ
  • 03/2021 → 10/2023
    Rogers & Kirby Enterprise
    Phoenix, AZ
  • 03/2021 → Present
    Firesky Financial, Inc
    Phoenix, AZ
  • 03/2021 → Present
    Frank M Kirby
    Phoenix, AZ
Other Businesses

1.) BKMR ENTERPRISE, LLC. - MANAGING PARTNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 06/2006 - INVESTMENT RELATED 2.) RKG ENTERPRISE, LLC - MANAGING MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PHOENIX, AZ - SINCE 05/2018 - NOT INVESTMENT RELATED 3.) FIRESKY FINANCIAL, INC - CEO/PARTNER - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED 4.) ARK INSURANCE SOLUTIONS - PRESIDENT - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 10/2019 - INVESTMENT RELATED 5.) FIRESKY FINANCIAL, INC - CEO/PARTNER - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED 6.) FINANCIAL WORKSHOPS AT DREAM CITY CHURCH - VOLUNTEER - FACILITATION OF FINANCIAL/ESTATE RELATED TOPICS INCLUDING DAVE RAMSEY FINANCIAL PEACE UNIVERSITY - PHOENIX, AZ - SINCE 07/2021 - NOT INVESTMENT RELATED 7.) ROGERS & KIRBY ENTERPRISE - VICE PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - PHOENIX, AZ - SINCE 09/2020 - INVESTMENT RELATED 8.) FRANK M KIRBY - VICE PRESIDENT - NON-VARIABLE INSURANCE - PHOENIX, AZ - SINCE 03/2021 - INVESTMENT RELATED

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-06-25
  • S63 Uniform Securities Agent State Law Examination
    1999-06-25
Designations
  • Certified Financial Planner

View on SEC IAPD

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