DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Andrea Nelson
United Planners' Financial Services Of America A Limited Partnerindependent RIAScottsdale, Azdual registrantIAPD 4523418
Feed of 09/14/2026
Also filed as Andrea Lynn Staiger
At current firm
1 y
since Oct 11, 2024
In the industry
23 y
since Feb 1, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
2
dated events on this person
Registration history
IAPD current and previous registrations
- United Planners' Financial Services Of America A Limited Partner independent RIA currentsince Oct 11, 2024 · Scottsdale, Az
- Eide Bailly Advisors, LLC formerJun 24, 2022 to Oct 7, 2024 · Sioux Falls, Sd
- Securities America Advisors, Inc. formerJan 30, 2014 to May 13, 2022 · Townsend, De
- Securities America Advisors, Inc. formerFeb 11, 2011 to Oct 21, 2013 · La Vista, Ne
- Eide Bailly Advisors, LLC formerJul 30, 2007 to Mar 7, 2011 · Fargo, Nd
Moves
a registration end followed by a registration begin elsewhere
- Eide Bailly Advisors, LLC to United Planners' Financial Services Of America A Limited Partnerleft Oct 7, 2024, registered Oct 11, 2024 (4 days) · RIA to RIA
- Securities America Advisors, Inc. to Eide Bailly Advisors, LLCleft May 13, 2022, registered Jun 24, 2022 (42 days) · Affiliated broker-dealer or bank to independent RIA
- Eide Bailly Advisors, LLC to Securities America Advisors, Inc.left Mar 7, 2011, registered Feb 11, 2011 (-24 days) · Other
Signals
- Andrea Nelson left Eide Bailly Advisors, Llc for United Planners' Financial Services Of America A Limited Partner (registered 2024-10-11)Oct 7, 2024 · Advisor changed firm · fact
- Andrea Nelson left Securities America Advisors, Inc. for Eide Bailly Advisors, Llc (registered 2022-06-24)May 13, 2022 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address