Adviser and broker representative · United Planners' Financial Services Of America A Limited Partner
Alden E. Rowe
CRD 6770878 · Scottsdale, AZ
At a glance
Alden E. Rowe is an investment adviser representative with United Planners' Financial Services Of America A Limited Partner in Scottsdale, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Alden’s SEC record dates to 2019, about 7 years ago. Alden is also registered as a broker representative.
Current advisory firms
- United Planners' Financial Services Of America A Limited PartnerSince October 2026Scottsdale, AZ · $13B in regulatory assets
- Maridea Wealth ManagementSince August 2025Gilbert, AZ · $2.0B in regulatory assets
SEC adviser record
- Registered since
- 2019 (7 years)
- Designations
- None on file
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Alden’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search and FINRA BrokerCheck.