# EDGAR Filing Document

**Accession Number:** 0000820694
**File Stem:** 0000820694-26-000002
**Filing Date:** 2026-2
**Character Count:** 2956
**Document Hash:** 5c165869068fb00b7d7a5d2da954bc01
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0000820694-26-000002.hdr.sgml**: 20260220

**ACCESSION NUMBER**: 0000820694-26-000002

**CONFORMED SUBMISSION TYPE**: X-17A-5

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20251231

**FILED AS OF DATE**: 20260220

**DATE AS OF CHANGE**: 20260220

**EFFECTIVENESS DATE**: 20260220

**PERIOD START**: 20250101

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
- **CENTRAL INDEX KEY:** 0000820694

**ORGANIZATION NAME:**
- **EIN:** 860588303
- **STATE OF INCORPORATION:** AZ
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** X-17A-5
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 008-38485
- **FILM NUMBER:** 26657734

**BUSINESS ADDRESS:**
- **STREET 1:** 7333 E. DOUBLETREE RANCH ROAD #120
- **STREET 2:** #120
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85258-2023
- **BUSINESS PHONE:** 480-991-0225

**MAIL ADDRESS:**
- **STREET 1:** P.O. BOX 5750
- **CITY:** SCOTTSDALE
- **STATE:** AZ
- **ZIP:** 85261-5750

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PAR
- **DATE OF NAME CHANGE:** 20020321

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PAR
- **DATE OF NAME CHANGE:** 20020321

**FORMER COMPANY:**
- **FORMER CONFORMED NAME:** UNITED PLANNERS FINANCIAL SERVICES OF AMERICA A LP      /BD
- **DATE OF NAME CHANGE:** 20020320

### Attached PDF Documents

**Attachment 1:** `UPFSA2025FS.pdf`

_No text found in this document._

### UNITED STATES SECURITIES AND EXCHANGE COMMISSION
**Washington, D.C. 20549**

## FORM X-17A-5

### ANNUAL AUDITED REPORT

### Filer Information

**Filer CIK:** 0000820694

**Filer CCC:** XXXXXXXX

**Is this a LIVE or TEST filing?:** LIVE

**Would you like a Return Copy?:** Yes

### Submission Information

**Report Period Begin Date:** 01-01-2025

**Report Period End Date:** 12-31-2025

**Type of Registrant:** Broker-dealer

**Any material weaknesses identified?:** No

### Registrant Identification

**Name of Broker-Dealer:** UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

**Business Address:** 7333 E. DOUBLETREE RANCH ROAD #120, #120, SCOTTSDALE, AZ, 85258-2023

**Contact Person:** Chad Shindel

**Contact Phone:** (480) 624-0329

### Independent Public Accountant Identification

**Accountant Name:** Ernst Wintter & Associates LLP

**Accountant Address:** 675 Ygnacio Valley Road Suite A200, Walnut Creek, CA, 94596

**Accountant Type:** Certified Public Accountant

### OATH OR AFFIRMATION

I, **Chad Shindel**, swear (or affirm) that, to the best of my knowledge and belief, the accompanying financial statements and supporting schedules pertaining to the firm of **UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER**, as of **12-31-2025**, are true and correct.

**Signature:** Chad Shindel

**Title:** EVP & CFO