Norman, OK West Gray St Office

Karman Scott is a financial advisor with United Planners' Financial Services of America and holds Series 63 and Series 65 credentials. Scott has 31 years of industry experience and has been involved as an independent insurance agent and notary public since the mid-1990s. Outside of advisory work, Scott serves as president of Fortress Financial Inc., a non-investment-related business. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering an open-architecture platform with multiple custodians and supports a range of investment models, with a primarily non-discretionary asset mix.

Gretchin Scott is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and bringing 20 years of industry experience. She has worked with Fortress Financial since 2008 and has operated under her own name since 2002. In addition to her advisory role, she is a licensed agent for non-variable insurance and serves as a notary in Norman, Oklahoma. United Planners Financial Services serves a broad client base including individuals, corporations, charitable organizations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm uses an open-architecture platform with multiple custodians and third-party money managers, emphasizing a largely non-discretionary asset mix and providing both fee-based and commission-based options.