This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 1, 2005earliest registration or exam on IAPD

Years in industry

21derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63|S65

First exam

Aug 14, 2006

First registration

Jun 23, 2008

Dual registered

yes, broker-dealer

Other names

JACQUE LAUT|JACQUELINE LEE LAUT|JACQUELINE LEE LAUT|JACQUELINE LEE FLINDALL|JACQUELINE LEE LAUT|Jacque Flindall

IAPD individual key

4937211

• Occurred

  May 13, 2025
  Advisor changed firm

  Jacqueline Lee Flindall left Pfg Advisors for United Planners' Financial Services Of America A Limited Partner (registered 2025-05-02)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4de91b02-e3a4-526c-edc0-eeb8ecb74109

First observed

Jun 23, 2008

Last observed

Sep 15, 2026 4 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.