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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)39 years in industry

KIMBERLY ANN STOLL

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

SCOTTSDALE, AZ | CAMANCHE, IA

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Search this name across graphsid dfx:ria:ee77dbcd-ef39-9140-1126-73c9640d16b3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 10, 2001 to Sep 15, 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: Sep 18, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Designations: Certified Financial Planner
Exams: S63
First exam: Sep 18, 1987
First registration: Apr 10, 2001
Dual registered: yes, broker-dealer
Other names: KIMBERLY ANN PETERSEN|KIMBERLY PETERSEN
IAPD individual key: 1710448

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	Aug 1, 2025	n/a	yes	CAMANCHE, IA\|SCOTTSDALE, AZ	Current employment
WEALTHPLAN PARTNERS	Independent wealth	Jan 8, 2020	Aug 8, 2025	no	OMAHA, NE\|Camanche, IA	Previous registration
WEALTHPLAN PARTNERS	Former SEC adviser	Nov 4, 2016	Jul 10, 2020	no	Camanche, IA	Previous registration
SUMMIT FINANCIAL GROUP INC	Former SEC adviser	Sep 1, 2016	Oct 31, 2016	no	CAMANCHE, IA	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Oct 23, 2009	Oct 31, 2016	no	OVERLAND PARK, KS\|CAMANCHE, IA\|DRIPPING SPRINGS, TX\|CAMANCHE, IA\|OVERLAND PARK, KS	Previous registration
FSC SECURITIES CORPORATION	Former SEC adviser	Apr 10, 2001	Oct 27, 2009	no	CAMANCHE, IA	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
WEALTHPLAN PARTNERS	UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER	Aug 8, 2025	Aug 1, 2025	-7	Firm change	RIA to RIA
WEALTHPLAN PARTNERS	WEALTHPLAN PARTNERS	Jul 10, 2020	Jan 8, 2020	-184	Bulk transfer	RIA to RIA
SUMMIT FINANCIAL GROUP INC	WEALTHPLAN PARTNERS	Oct 31, 2016	Nov 4, 2016	4	Firm change	Other
VSR ADVISORY SERVICES	SUMMIT FINANCIAL GROUP INC	Oct 31, 2016	Sep 1, 2016	-60	Channel change	Other
FSC SECURITIES CORPORATION	VSR ADVISORY SERVICES	Oct 27, 2009	Oct 23, 2009	-4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
14503:109485:KS:2016-10-31	Oct 31, 2016	Sep 1, 2016	OVERLAND PARK, KS	Firm change after gap

Relationships

Registered with (6)

→ UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNERRegistered adviserregistration: current employment
Aug 1, 2025 to presentfactForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
Jan 8, 2020 to Aug 8, 2025factForm ADV
→ WEALTHPLAN PARTNERSRegistered adviserregistration: previous registration
Nov 4, 2016 to Jul 10, 2020factForm ADV
→ SUMMIT FINANCIAL GROUP INCRegistered adviserregistration: previous registration
Sep 1, 2016 to Oct 31, 2016factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Oct 23, 2009 to Oct 31, 2016factForm ADV
→ FSC SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Apr 10, 2001 to Oct 27, 2009factForm ADV

Dated events

Occurred
Aug 8, 2025
Advisor changed firm
Kimberly Ann Stoll left Wealthplan Partners for United Planners' Financial Services Of America A Limited Partner (registered 2025-08-01)
Form ADVobserved 4 days ago