Greeley, CO Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$12,320,030,643
ClientsTotal clients
30,039
AdvisorsAdvisors at this office
2
Of 365 advisors across 204 offices
Location
3545 West 12th St, #202
Greeley CO 80634
Advisors at this office
2
Advisors at this office
Zhannetta T
Series 63, Series 65
Greeley, CO
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Zhannetta Thompson is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. Her career includes roles with DimeWise LLC and various sublease arrangements, alongside her longstanding involvement with United Planners since 2016. Outside of advisory work, she has participated as a secret shopper and research participant for over ten years. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions. The firm operates an open-architecture platform utilizing multiple custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.
John R
CFP®, Series 63
Greeley, CO
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
John Roessig is a CFP® professional with 40 years of experience in financial services. He has been affiliated with United Planners Financial Services of America since 2016 and is a partner at Masters at Lake Plaza LLC, where he assists clients with insurance and retirement planning. He has served as Worthy Chancellor for the Knights of Columbus since 1995. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individual investors, retirement plans, and institutional clients. The firm offers advisory and brokerage services through independent representatives and emphasizes non-discretionary account management.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")