With apprxoimately 500 registered financial professionals that were invited to affiliated with United Planners … This very unique structure has withstood the test of time and creates an atmosphere of partnership and pride of ownership for financial professionals affiliated with the firm. Fifty-five percent of the firm’s annual profits are shared back with those financial professionals who qualify as Limited Partners.

  • UP does not manage to the lowest common denominator

  • Culture of Trust & Culture of Compliance