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INDEPENDENT BUT NOT ALONE…
IT’S A PARTNERSHIP

United Planners is advisor owned and ADAMANTLY NOT FOR SALE. This is your destination independent hybrid broker-dealer and RIA friendly firm servicing consummate financial professionals, with offices nationwide, since 1987.

CYBERSECURITY

United Planners is an industry leader in cybersecurity with innovative technology and relationships to help keep your data secure and your clients protected.

WHAT EMPLOYEES SAY

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Culture & Leadership

Brian Kobel

Bigger is not always Better!

Ken Brundage

Why do you enjoy your role at United Planners?

Linda Bradle

PARTNER DEVELOPMENT CONTACTS