KW
Kenneth William Oliverio
CRD 2957427
Firms
| Firm | Role | As of |
|---|---|---|
| United Planners' Financial Services Of America A Limited Partner | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
United Planners' Financial Services Of America A Limited Partner
Executive Vice President, Chief Marketing Officer · Less than 5% · Dec 2024
-
United Planners' Financial Services Of America A Limited Partner
Shareholder · GP / trustee / elected manager · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗