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Zachary P
Series 66
Cheyenne, WY
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Zachary Powell is a Series 66-credentialed financial advisor with one year of industry experience. He is currently affiliated with United Planners Financial Services of America as a limited partner and has held various roles across multiple firms since 2021. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, trusts, and institutional clients. The firm operates through independent Investment Adviser Representatives and emphasizes non-discretionary account management while providing a range of advisory and brokerage services.
Daniel H
Series 66
Cheyenne, WY
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Daniel Hancock is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and 13 years of industry experience. He has worked at United Planners since 2022 and previously with Cuso Financial Services, Blue Federal Credit Union, LPL Financial, and First Interstate Bank. Hancock is also the CEO of Asset Financial Planners, a marketing entity he established in 2022. United Planners Financial Services is a national wealth-management enterprise serving a broad range of clients including individuals, retirement plans, corporations, and institutional investors. The firm delivers advisory and brokerage services through independent Investment Adviser Representatives and supports both discretionary and non-discretionary account management.
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