Hunt Valley, MD Office
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UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Enterprise
Firm-wide stats for UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
About
United Planners Financial Services is a national wealth‑management enterprise with roughly $12.77 billion in assets under management, about 359 advisors, and more than 30,000 client relationships. The firm offers advisory and brokerage services to a broad client mix including individual (non‑HNW and HNW) investors, retirement plans, corporations, trusts and estates, and other institutional clients.
Advisory services are delivered through independent Investment Adviser Representatives who commonly also act as registered representatives, and the firm uses a mix of custodians, third‑party money managers and platform programs (Pershing, TPCs, TPMMs) to implement strategies and cash‑management solutions. A notable operational feature is that most of United Planners’ AUM is reported as non‑discretionary (about $12.16 billion non‑discretionary versus roughly $607 million discretionary), meaning many accounts are managed on a non‑discretionary or client‑directed basis rather than via broad discretionary mandates.
Distinctive aspects of the firm include its limited‑partnership ownership in which many financial professionals are limited partners and formalized advisor transition support (forgivable or non‑forgivable loans and non‑loan assistance) for new advisors. The firm’s dual IA/BD registration enables commission activity and promoter/referral arrangements, it discloses relationships with banking/thrift clients and other investment advisers, and its brochure describes various custodian and sponsorship arrangements (including vendor payment/revenue‑sharing programs) as well as several historical regulatory settlements.
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Expertise
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Occupation focus
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Demographic focus
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Location
11350 McCormick Rd, Suite 907
Hunt Valley MD 21031
Advisors at this office
3
Advisors at this office
Antonio R
CFP®, Series 63
Hunt Valley, MD
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Antonio Ristaino is a financial advisor with United Planners Financial Services of America, holding the CFP® designation and Series 63 license. He has 43 years of industry experience and has been with United Planners since 2005. Outside of his advisory work, he is the owner of Ristaino Marketing, a marketing company, and serves as an instructor and owner of Federal Training Corporation, which provides teaching and coaching services. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm offers advisory and brokerage services through independent Investment Adviser Representatives and utilizes a mix of custodians and third-party managers to implement investment and cash-management solutions.
George J
CFP®, Series 63, Series 65
Hunt Valley, MD
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
George Jankiewicz Jr. is a CFP® professional with over 31 years of industry experience, currently affiliated with United Planners' Financial Services of America as a Limited Partner. He has held roles at Federal Training Corporation and The Phoenix Group, and he owns a CPA practice specializing in tax preparation and accounting. He is also involved in teaching and coaching through his ownership in Federal Training Corporation and as an instructor with The Phoenix Group. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base including individuals, retirement plans, corporations, and trusts. The firm employs independent Investment Adviser Representatives and offers a mix of custodial and third-party management solutions, with a notable focus on non-discretionary account management.
Kevin B
CFP®, Series 63
Hunt Valley, MD
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Kevin Belshaw is a CERTIFIED FINANCIAL PLANNER™ professional with 12 years of industry experience. He has worked at United Planners Financial Services of America since 2019 and also operates Tribel Consulting Firm, a consulting services business based in Columbia, MD. Additionally, he has been involved with the Maritime Institute of Technology and Graduate Studies since 2018. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base, including individuals, retirement plans, and institutional clients. The firm employs a mix of custodians, third-party money managers, and platform programs, with a significant portion of assets managed on a non-discretionary basis.
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