BROKER-DEALER RECRUITING SPECIAL SECTION
Sheila J. Cuffari-Agasi
Executive Vice President
United Planners
A Hybrid Firm that’s Adamantly NOT for Sale…
Advisors lack control over the ownership of their BD/RIA partner. They often decide to affiliate with one firm and find themselves soon hamstrung and underserved by a completely different corporate partner that is more concerned with their profitability than the advisors and clients they serve.
United Planners created a unique structure to prevent this from happening at its inception in 1987. The founders structured the Partnership with the Limited Partners (Producing Advisors) having majority ownership of the entity with voting rights on major issues. The Firm is unconflicted about putting the needs of the owner advisors first rather than subordinating their interests to public shareholders, private equity firms, or corporate parents. This ensures United Planners independent longevity and viability.
In March 2020, Mike Baker, President/CEO and General Partner of United Planners announced the addition of three new General Partners to the Firm. Sheila Cuffari-Agasi, Billy Oliverio and Chad Shindel are part of the firm’s leadership and will ensure the longstanding unique structure and culture continues. This Executive Management Team gives birth to the third generation of General Partners since the Firm began in 1987. Mike said “the Firm’s future is bright, we have strong financials, a solid business model and we have a unique ownership structure. We are proud of our true independence and we will remain “Adamantly Not for Sale.”
United Planners continues to experience steady and solid growth with another profitable year in 2019 that yielded just under $130 million in gross revenue. With 450 financial professionals, United Planners manages $16.5 billion in client assets through financial planning, investment management, advisory, brokerage and insurance services at multiple custodians. Mike said, “United Planners’ mission, vision, strategy and business plan will continue to focus on serving our financial professionals in the best manner.”
For more information, please visit www.unitedplanners.com.
United Planners (UP) is a Hybrid Friendly Broker Dealer and RIA structured as a Limited Partnership. Qualifying representatives share in the firm’s annual profits and receive top payouts.
UP’s rich culture has manifested itself as a direct result of the high-quality advisors and key back office personnel united over the last 33 years. Representatives benefit from business solutions created to make the advisor and their staff more efficient.
United Planners encourages the hybrid advisor and offers low cost open architecture options under the Firm RIA, or as an Independent RIA. We service. We care. We share (profits).
Contact Partner Development for more information at 800-966-8737.