Chad Travis Shindel
Vice President, Chief Financial Officer (cfo)United Planners' Financial Services of America a Limited PartnerCRD 6232253
About Chad Travis Shindel
Chad Travis Shindel is listed as Vice President, Chief Financial Officer (cfo) at United Planners' Financial Services of America a Limited Partner in Scottsdale, AZ. Form ADV reports a beneficial ownership band of Under 5%. Chad Travis Shindel is associated with 2 registered advisers.
Reported ownership
Owns Under 5% of United Planners' Financial Services of America a Limited Partner
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Chad Travis Shindel work?
Chad Travis Shindel is listed as Vice President, Chief Financial Officer (cfo) at United Planners' Financial Services of America a Limited Partner on SEC Form ADV.
How much of United Planners' Financial Services of America a Limited Partner does Chad Travis Shindel own?
Form ADV reports a beneficial ownership band of Under 5%.
United Planners' Financial Services of America a Limited Partner
| Title | Vice President, Chief Financial Officer (cfo) |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
United Planners' Financial Services of America a Limited Partner
| Title | Treasurer |
| Ownership | — |
| Control person | Yes |
| Since | 2020 |