Phil Wheat

CERTIFIED FINANCIAL PLANNER™/ Registered Principal at United Planners - Scottsdale, AZ, US

Phil Wheat's Contact Details
HQ
480-991-0225
Location
McKinney, Texas, United States
Company
United Planners
Phil Wheat's Company Details

United Planners

Scottsdale, AZ, US • 100 - 249 Employees
Financial Services

United Planners is a national wealth management firm that provides financial planning, investment management, and insurance services. Established in 1987, United Planners is proud of its true independence and its "Adamantly Not For Sale" stance because it is 100% owned by its employees and financial professionals. United Planners provides back-office support to independent financial professionals, who then help investors manage their wealth to achieve their goals & objectives. United Planners is uniquely structured as a limited partnership that offers ownership opportunities and profit sharing to its employees and financial professionals. We embrace a culture, passion, and strategy that caters to the fiercely independent financial services community. United Planners is an open-architecture model that offers flexible, efficient, and scalable solutions to position its financial professionals to build and manage successful businesses. Learn more about United Planners at www.UnitedPlanners.com or 800-966-8737, Option 3. United Planners is a Registered Investment Advisor with the Securities & Exchange Commission (SEC) / Registered Broker-Dealer with the Financial Industry Regulatory Authority (FINRA) / SIPC Member.

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Details about United Planners
Frequently Asked Questions about Phil Wheat
Phil Wheat currently works for United Planners.
Phil Wheat's role at United Planners is CERTIFIED FINANCIAL PLANNER™/ Registered Principal.
Phil Wheat's email address is ***@unitedplanners.com. To view Phil Wheat's full email address, please signup to ConnectPlex.
Phil Wheat works in the Financial Services industry.
Phil Wheat's colleagues at United Planners are Aaron Graham, Shawn Schuyler, Charlie CFP, Michael Baker, Kenneth Butze, Amy Bunker, David AIF and others.
Phil Wheat's phone number is 480-991-0225
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