Adviser and broker representative · United Planners' Financial Services Of America A Limited Partner
Ann L. Vanengelenburg
CRD 4191118 · Scottsdale, AZ
At a glance
Ann L. Vanengelenburg 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 Ann’s SEC record dates to 2014, about 12 years ago. Ann is also registered as a broker representative.
Current advisory firm
- United Planners' Financial Services Of America A Limited PartnerSince July 2014Scottsdale, AZ · $13B in regulatory assets
SEC adviser record
- Registered since
- 2014 (12 years)
- Designations
- None on file
- Exams
- Series 63, Series 66
- Registered in
- 1 state
- Also a broker representative
- Yes
- Disclosures on record
- None
AtlasMembers
Ann’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
- Locked
- 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.