United Planners' Financial Services Of America A Limited Partner
United Planners' Financial Services Of America A Limited Partner (CRD# 20804) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $9,326,336,708 in 43,221 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management9,326MILLION
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Karman Scott (CRD# 2521093) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 29 years of experience in the finance industry.
Aaron Sevigny (CRD# 4314368) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 19 years of experience in the finance industry.
Jon Sheflet (CRD# 2005403) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Hammond, WI and has over 34 years of experience in the finance industry.
Constance Smith (CRD# 732983) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Omaha, NE and has over 42 years of experience in the finance industry.
Curtis Smith (CRD# 1383235) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Omaha, NE and has over 22 years of experience in the finance industry.
Glenn Smith (CRD# 1806111) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 36 years of experience in the finance industry.
James Smith (CRD# 2235774) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 25 years of experience in the finance industry.
Sarah Stammen (CRD# 6512198) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Royal Standley has built a practice dedicated to integrity and service through his commitment to placing client's needs first. His most important duty as an advisor is educating and helping clients achieve the goals they have set for themselves through comprehensive planning - and prudent investment choices.
Royal began his career in 2001 as a commodity broker where he learned the ins and outs of how the markets function and developed an understanding of how to balance risk and reward. Royal joined Oregon Pacific Financial Advisors in 2006 as a financial planner dedicated to helping his clients make the best possible choices when it comes to planning for the future. Enjoying the discovery and problem-solving parts of the financial planning process assists him to be able to help both retirees as well as those just beginning their careers.
Royal is also the Dave Ramsey “Endorsed Local Provider for Investing” in Southern Oregon. Dave Ramsey's “Total Money Makeover” has helped people get out of debt and live debt free. You can learn more about Dave Ramsey at www.daveramsey.com. Royal thrives on helping people understand what money means to them and showing people how to plan for their futures. Royal has a heart for teaching people how to help maximize their wealth so that they may lead their best possible life.
Being a lifelong resident of Southern Oregon, Royal is an active member of the community. His passion for helping people has lead him to volunteer with a number of non-profit organizations including Barnstormers Theater and Southern Oregon Head Start. Royal serves as a Board Member of the Maslow Project in Jackson County which helps homeless youth in Southern Oregon.
Royal lives in Grants Pass, Oregon with his wife Danielle and daughter Eleanor.
Thomas Stark (CRD# 1776447) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ and has over 36 years of experience in the finance industry.