What departments does United Advisors have?

United Advisors has employees across 2 departments including Finance, Operations.

What is the largest department at United Advisors?

The largest department at United Advisors is Finance with 1 employees.

Where are United Advisors employees located globally?

United Advisors has employees across 1 continents and 1 countries including United States Of America.

How has United Advisors's team size changed over time?

United Advisors's team has grown from approximately 4 to 8 employees based on available data.

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United Advisors Employee Directory

Financial ServicesOhio, United States11-50 Employees

Comprehensive Financial Planning, including goal development, asset management, risk management, college and retirement planning, estate planning and wealth management. The company and its predecessor Bolanis Financial Planning Group have been in business since 1985.



Securities offered through Securities America, Inc. Member FINRA (www.finra.org) / SIPC (www.sipc.org).  Advisory services offered through United Advisors, LLC. United Advisors, LLC is not affiliated with Securities America. Securities licensed in AZ, CA, CO, CT, DE, FL, GA, IL, IN, IA, KY, LA, ME, MD, MA, MI, MN, MO, NE, NV, NH, NJ, NM, NY, NC, OH, OK, OR, PA, RI, SC, TN, TX, UT, VT, VA, WA, WV, WI, WY, DC, AE.  
Branch Address: 1715 Indian Wood Cir., Suite 200, Maumee, OH  43537.

Find United Advisors employees' phone numbers or email addresses

United Advisors Global Highlights

North America
16

United States Of America
16

United Advisors's Leadership

A. S.
Investment Advisor
Mobile Phone
Email
D. R.
Operations Assistant
Mobile Phone
Email
J. K.
Associate
Mobile Phone
Email
M. G.
Insurance Provider
Mobile Phone
Email

United Advisors Employee Metrics

100%

50%

2026

2025

Accounting
Administrative
Analytics
Arts & Design
Banking
Other
Business
Consultant

Contact profiles from United Advisors

Name

Title

Contact Info

Location

Last Update

A. S.
Investment Advisor
Mobile Phone
Email
Apr 13, 2026
D. R.
Operations Assistant
Mobile Phone
Email
United StatesMichigan
Oct 17, 2024
J. K.
Associate
Mobile Phone
Email
United StatesNew York
Oct 21, 2024
M. G.
Insurance Provider
Mobile Phone
Email
May 14, 2024

Frequently Asked Questions

What is United Advisors known for?

United Advisors was founded in 1985 operates in the Financial Services industry. The company's main headquarters is located in 1715 Indian Wood Circel Suite 200 Maumee, Ohio 43537 United States; you can contact the main corporate office by phone at

+1-212-452-****

. Explore United Advisors's company overview page for more information.

What is United Advisors's most common email format?

United Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more United Advisors email formats with LeadIQ.

How many employees does United Advisors have currently?

United Advisors has approximately 40 employees as of April 2026. These team members are located across 1 continents, including North America.

Who are United Advisors's key employees and leadership?

As of April 2026, United Advisors's key employees include:

Investment Advisor: A. S.
Operations Assistant: D. R.
Associate: J. K.
Insurance Provider: M. G.

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