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United Planners' Financial Services Of America A Limited Partner CRD 20804
$12.8B regulatory AUM 483 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2011-05-09 |
Branch Locations
1599 E Orangewood Ave Suite 150, Phoenix, AZ 85020 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-06-25 |
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