# United Planners' Financial Services of America A Limited Partner: fundraiser

> United Planners' Financial Services of America A Limited Partner placed 3 company rounds filed with the SEC, most recently Feb 2017.

Source: https://millionrounds.com/providers/united-planners-financial-services-of-america-a-limited-partner (Millionrounds; every figure on the page links to its filing or article)

[Fundraisers](https://millionrounds.com/fundraisers) / United Planners' Financial Services of America A Limited Partner

Fundraiser Registered broker-dealer

# United Planners' Financial Services of America A Limited Partner

FINRA 20804 · placing rounds since Jun 2016

**3** company rounds placed

**0** in the last two years, last Feb 2017

**$3.9M** sold in the rounds they placed

**17.0%** typical commission; the median firm takes 4.9%

Named on 5 Form D filings as paid to sell the offering: 3 for operating companies, 2 for real estate. 2 registered agents named.

## How big the rounds are

- Under $1M **6**
- $1M to $5M **2**
- $5M to $20M **0**
- $20M to $100M **0**
- $100M+ **0**

## Where the companies are

**NY** 5 **OH** 3 **PA** 3

## Rounds they placed

[Company rounds](https://millionrounds.com/providers/united-planners-financial-services-of-america-a-limited-partner)[Everything, funds and real estate too](https://millionrounds.com/providers/united-planners-financial-services-of-america-a-limited-partner?show=all)

Filed Issuer Industry Sold

Feb 2017 Nationwide Private Placement Variable Account Agents: Aaron Morris, Brett Ellen Insurance **$423k**

Sept 2016 Nationwide Private Placement Variable Account Agents: Brett Ellen Insurance **$3.1M**

Sept 2016 Atlas Eagle Ford 2016 L.P. Oil and Gas **-**

Dec 2015 Genesis Drilling Program IX LP Agents: Mark Christensen Oil and Gas **$20k**

Dec 2015 Genesis Drilling Program VIII LP Agents: Aaron Sevigny Oil and Gas **$50k**

Dec 2015 Genesis Drilling Program IX LP Agents: Carl W. Benedict Oil and Gas **$50k**

Nov 2015 Genesis Drilling Program VIII LP Agents: Mark Giraud Oil and Gas **$30k**

Nov 2015 Genesis Drilling Program VIII LP Agents: Aaron Sevigny Oil and Gas **$200k**

Jun 2015 Atlas Eagle Ford 2015 L.P. Oil and Gas **-**

Nov 2014 Nationwide Private Placement Variable Account Agents: Blari Van Buren, Brett Ellen Insurance **$1.4M**

May 2014 Atlas Resources Series 34-2014 L.P. Oil and Gas **-**

From the SEC's Form D data sets: the issuer named this firm as paid to sell the offering. The latest 40 shown.

## Often on the same rounds

Other fundraisers named on the same filings: the firms they syndicate with.

[**M Holdings Securities Inc.** 6 rounds together](https://millionrounds.com/providers/m-holdings-securities-inc)[**Cadaret, Grant & Co., Inc.** 3 rounds together](https://millionrounds.com/providers/cadaret-grant-and-co-inc)[**Anthem Securities, Inc.** 3 rounds together](https://millionrounds.com/providers/anthem-securities-inc)[**Berthel, Fisher & Company Financial Services, Inc.** 3 rounds together](https://millionrounds.com/providers/berthel-fisher-and-company-financial-services-inc)[**Benjamin and Jerold Brokerage I, LLC** 3 rounds together](https://millionrounds.com/providers/benjamin-and-jerold-brokerage-i-llc)[**Bryan Funding, Inc.** 3 rounds together](https://millionrounds.com/providers/bryan-funding-inc)

## Founders who worked with them

No one has said so yet.

Worked with them? Say so

## A badge for their site

It shows their latest standing in the quarterly rankings and links back here.

## Is this United Planners' Financial Services of America A Limited Partner?

Claim the page to describe your work in your own words. Free.

[Claim this page](https://millionrounds.com/providers/join?kind=fundraiser)[All fundraisers](https://millionrounds.com/fundraisers)