United Brokerage Services Employee Directory
Financial ServicesMinnesota, United States11-50 Employees
United Brokerage Services is a mid-sized financial services firm based in Minneapolis, Minnesota, that supports both clients and financial professionals in sales and service. The company designs customized case work, provides product training, and sources investment products from insurance companies to facilitate favorable contracts for clients and advisors. It focuses on retirement and estate planning, helping clients define financial goals and implement a plan through a three-phase process: assess and plan, execute, and ongoing monitoring. The firm relies on its independent status to access a broad range of market products, and advisory services are offered through Lincoln Investment or Capital Analysts Registered Investment Advisers, with securities provided by Lincoln Investment; the related entities are independent and non-affiliated.
1-888-653-2347 
support@leadiq.com 
