Dennis
Rogers

United Planners' Financial Services Of America A Limited Partner

CRD#2267193
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Dennis Rogers is a certified financial planner operating out of Scottsdale, Arizona who has 16 years of industry experience. Rogers is an employee of United Planners' Financial Services Of America A Limited Partner. Rogers has gained experience at United Planners' Financial Services, Rogers & Kirby, Inc, Bkmr Enterprises, LLC, Phoenix College, Dennis Rogers - Rental, Agape Insurance Partners, Inc and Rkg Enterprise, LLC. Rogers holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Arizona. United Planners' Financial Services Of America A Limited Partner is a business that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in 209 locations and a total of 567 financial advisors. It handles $6 billion in assets across its 50,361 accounts, placing it among the largest firms in the United States by assets under management. The firm advises 83 charitable organizations. Of its 50,361 client accounts, just 10% belong to high-net-worth clients who have more than $1 million in investable assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fee schedules usually depend on the services provided. Fees billed by United Planners' Financial Services Of America A Limited Partner may include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years Registered*

16 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Office Location

7333 E. Doubletree Ranch Road #120
Scottsdale, AZ 85258-2023

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United Planners' Financial Services Of America A Limited Partner Brokerage Details

Total Assets Under Management

$6,085,656,351

AZ Average: $1,555,372,352
Total Number of Employees

567

AZ Average: 37
Total Number of Accounts

50,361

AZ Average: 1,370
Average Account Size

$120,841

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Dennis Rogers Work History

Dennis has been registered as a financial advisor for 16 years.*

2016 - Present (8 years)

Rkg Enterprise, LLC

2011 - Present (13 years)

Phoenix College

2009 - Present (15 years)

Dennis Rogers - Rental

2006 - Present (18 years)

Bkmr Enterprises, LLC

2000 - Present (24 years)

United Planners' Financial Services

2000 - Present (24 years)

Rogers & Kirby, Inc

2018 - 2019 (1 year)

Agape Insurance Partners, Inc

2012 - 2021 (9 years)

Rogers & Kirby, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Dennis Rogers to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at United Planners' Financial Services Of America A Limited Partner

Carlee Reed
Scottsdale, AZ
Brandon Rogers
Salisbury, NC
Tyler Pellerito
Scottsdale, AZ
Philipp Ballmaier
Scottsdale, AZ
Randolph Moore
Scottsdale, AZ
Stephanie Duhrkopf
Sumner, IA
Daniel Sullivan
Matthews, NC
Derek Strong
Minnetonka, MN

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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