Saturday, October 24, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
4K Social Security Database Cleanup Corrects 50 Million RecordsRB Schwab trumpeted Anthropic's Claude for all 16,000 of its RIAs, but a 20-seat enterprise minimum suddenly sidelines 11,000-plus small firms -- right before IMPACT 2026FP Do smaller RIAs really need to own their data?RB Bank of America analyst 'double' slams Ameriprise not least because RIA 'structural' advantage triggered proactive in-house retention bonuses that take a bite out of margins and may not retain big teams long-termIN Trump to ease 50% Canada tariffs on farm equipment, packaging goodsWM The New Rules of Record Keeper SelectionWM SEC Examiners' 2027 Focus Includes Firms' Protections Against AI Phishing, DeepfakesIN People moves: RBC taps Raymond James veteran for Texas complexWM Lido CEO Signals Openness to International Expansion4K SEC Targets Private Markets, AI and Fiduciary Risks Among 2027 Exam Priorities

Financial ADVSR advisor directory · SEC adviser records

United Planners' Financial Services Of America A Limited Partner financial advisors in Hawaii

Every SEC-registered investment adviser representative at a United Planners' Financial Services Of America A Limited Partner office in Hawaii, by city and A to Z.

The short answer

4 registered advisors work at United Planners' Financial Services Of America A Limited Partner in Hawaii, out of 322 nationwide; it's the firm's number 23 state by advisors, and the most are in Lihue (2). 0 list the CFP designation and 4 are also registered broker representatives.

United Planners' Financial Services Of America A Limited Partner advisors by city in Hawaii

Every firm in Hawaii →

Lihue 2

United Planners' Financial Services Of America A Limited Partner advisors in Hawaii, A to Z

Search by name →

United Planners' Financial Services Of America A Limited Partner advisors in every state →United Planners' Financial Services Of America A Limited Partner: assets, clients and custodians →Advisor Moves: who changed firms this week →

United Planners' Financial Services Of America A Limited Partner in other states

Arizona 169California 19Minnesota 15Florida 11Texas 11Iowa 8Maryland 7New Jersey 7Ohio 7Washington 7Virginia 6Indiana 5Oregon 5Wisconsin 5Maine 4New York 4Colorado 3Georgia 3Illinois 3Michigan 3North Carolina 3Tennessee 3

Questions

How many United Planners' Financial Services Of America A Limited Partner financial advisors are in Hawaii?

4 investment adviser representatives are registered at United Planners' Financial Services Of America A Limited Partner offices in Hawaii, according to the SEC's Investment Adviser Public Disclosure records, out of 322 at the firm nationwide. 0 list the CFP designation and 4 are also registered as broker representatives.

Where in Hawaii does United Planners' Financial Services Of America A Limited Partner have the most advisors?

Lihue, with 2. United Planners' Financial Services Of America A Limited Partner has advisors in 1 city in Hawaii.

How do I check a United Planners' Financial Services Of America A Limited Partner advisor in Hawaii?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the United Planners' Financial Services Of America A Limited Partner office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.