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Executive Vice President, Chief Marketing Officer · United Planners' Financial Services of America A Limited Partner

Kenneth William Jr Oliverio

CRD 2957427 · Named on Form ADV at one SEC-registered adviser

At a glance

United Planners' Financial Services of America A Limited Partner, an SEC-registered broker-dealer firm based in Scottsdale, AZ with $12.8 billion in regulatory assets, lists Kenneth William Jr Oliverio on its Form ADV as Executive Vice President, Chief Marketing Officer, a control person.

Firms and roles

AtlasMembers

Kenneth’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Michael A BakerPresident, United Planners' Financial Services of America A Limited Partner
  • Dave B HauerVice President Compliance, Chief Compliance Officer, United Planners' Financial Services of America A Limited Partner
  • Chad Travis ShindelVice President, Chief Financial Officer (CFO), United Planners' Financial Services of America A Limited Partner
  • Sheila June Cuffari-AgasiExecutive Vice President, United Planners' Financial Services of America A Limited Partner

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kenneth’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.