Thane Walton Email

AVP - Practice Management & Retirement Services . United Planners

Current Roles

Employees:
248
Revenue:
$57.3M
About
United Planners never loses sight of our goal to be the most efficient service oriented Broker-Dealer working with successful independent financial professionals. Over 100 years of collective experience among our senior management team has taught us that high level personal service cannot be delivered to large numbers. For that reason our focus is on a limited number of very capable financial services professionals. Our “client oriented” service sets United Planners apart from our competitors.
United Planners Address
7333 E. Doubletree Ranch Rd.
Scottsdale, AZ
United States
United Planners Email

Past Companies

United Planners Financial ServicesAssistant Vice President - Practice Management & Retirement Services
Mutual of OmahaRetirement Plans Regional Sales Manager
MassMutual Financial GroupKey Accounts, TPA

#1 Startup Dataset

Growth rates, revenue data, direct competitors and contact details.