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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

Andrea Nelson

Advisor at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:d6a6a53f-8d3e-abe4-d29d-ac70fa3908b1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jul 30, 2007 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Feb 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Jun 25, 2007
First registration: Jul 30, 2007
Dual registered: yes, broker-dealer
Other names: ANDREA LYNN STAIGER|ANDREA LYNN STAIGER|ANDREA LYNN NELSON
IAPD individual key: 4523418

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Independent wealth	Oct 11, 2024	n/a	yes	SCOTTSDALE, AZ	Current employment
EIDE BAILLY ADVISORS, LLC	Former SEC adviser	Jun 24, 2022	Oct 7, 2024	no	SIOUX FALLS, SD\|GILBERT, AZ	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Jan 30, 2014	May 13, 2022	no	TOWNSEND, DE\|IDAHO FALLS, ID\|GILBERT, AZ	Previous registration
SECURITIES AMERICA ADVISORS, INC.	Former SEC adviser	Feb 11, 2011	Oct 21, 2013	no	LA VISTA, NE	Previous registration
EIDE BAILLY ADVISORS, LLC	Former SEC adviser	Jul 30, 2007	Mar 7, 2011	no	FARGO, ND\|MINNEAPOLIS, MN\|SIOUX FALLS, SD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EIDE BAILLY ADVISORS, LLC	UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Oct 7, 2024	Oct 11, 2024	4	Firm change	RIA to RIA
SECURITIES AMERICA ADVISORS, INC.	EIDE BAILLY ADVISORS, LLC	May 13, 2022	Jun 24, 2022	42	Firm change	Ibd to RIA
EIDE BAILLY ADVISORS, LLC	SECURITIES AMERICA ADVISORS, INC.	Mar 7, 2011	Feb 11, 2011	-24	Firm change	Other

Relationships

Registered with (3)

→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: current employment
Oct 11, 2024 to presentfactForm ADV
→ EIDE BAILLY ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 24, 2022 to Oct 7, 2024factForm ADV
→ SECURITIES AMERICA ADVISORS, INC.Registered adviserregistration: previous registration
Jan 30, 2014 to May 13, 2022factForm ADV

Dated events

Occurred
Oct 7, 2024
Advisor changed firm
Andrea Nelson left Eide Bailly Advisors, Llc for United Planners' Financial Services Of America A Limited Partner (registered 2024-10-11)
Form ADVobserved 4 days ago
Occurred
May 13, 2022
Advisor changed firm
Andrea Nelson left Securities America Advisors, Inc. for Eide Bailly Advisors, Llc (registered 2022-06-24)
Form ADVobserved 4 days ago