What departments does United Brokerage Services have?

United Brokerage Services has employees across 7 departments including Finance, Product Management, Information Security, Engineering, Sales.

What is the largest department at United Brokerage Services?

The largest department at United Brokerage Services is Finance with 13 employees.

Where are United Brokerage Services employees located globally?

United Brokerage Services has employees across 4 continents and 4 countries including South Africa, Switzerland, United States Of America, French Polynesia.

How has United Brokerage Services's team size changed over time?

United Brokerage Services's team has grown from approximately 16 to 18 employees based on available data.

United Brokerage Services Employee Directory

Financial ServicesMinnesota, United States11-50 Employees

United Brokerage Services is a mid-sized financial services firm based in Minneapolis, Minnesota, that supports both clients and financial professionals in sales and service. The company designs customized case work, provides product training, and sources investment products from insurance companies to facilitate favorable contracts for clients and advisors.

It focuses on retirement and estate planning, helping clients define financial goals and implement a plan through a three-phase process: assess and plan, execute, and ongoing monitoring. The firm relies on its independent status to access a broad range of market products, and advisory services are offered through Lincoln Investment or Capital Analysts Registered Investment Advisers, with securities provided by Lincoln Investment; the related entities are independent and non-affiliated.

United Brokerage Services Global Highlights

North America
79

United States Of America
79

Africa
1

South Africa
1

Europe
1

Switzerland
1

United Brokerage Services's Leadership

A. W.
Chief Executive Officer
Mobile Phone
Email
D. M.
Vice President Of Investment
Mobile Phone
Email
R. N.
President And Controller
Mobile Phone
Email
A. G.
President
Mobile Phone
Email
E. S.
Head Executive Director, Privacy, Cyber & Information Security
Mobile Phone
Email
H. S.
Président
Mobile Phone
Email
A. L.
Securities Settlement Head (hong Kong) & Director
Mobile Phone
Email
C. S.
Financial Advisor, VP
Mobile Phone
Email

United Brokerage Services Employee Metrics

100%

50%

0%

2026

2025

Banking
Real Estate
Accounting
Legal
Administrative
Other

Contact profiles from United Brokerage Services

Name

Title

Contact Info

Location

Last Update

R. N.
President And Controller
Mobile Phone
Email
United StatesKansas
Apr 16, 2026
H. S.
Président
Mobile Phone
Email
French Polynesia
Apr 14, 2026
A. G.
President
Mobile Phone
Email
UNITED STATES
Aug 04, 2023
A. W.
Chief Executive Officer
Mobile Phone
Email
Oct 18, 2024
A. L.
Securities Settlement Head (hong Kong) & Director
Mobile Phone
Email
Oct 22, 2024
C. S.
Financial Advisor, VP
Mobile Phone
Email
United StatesWest Virginia
May 01, 2024
D. M.
Vice President Of Investment
Mobile Phone
Email
Oct 17, 2024
D. Z.
Senior Vice President, Investments
Mobile Phone
Email
Oct 16, 2024
D. C.
Director Head Of Hedge Fund Product Specialists
Mobile Phone
Email
Sep 23, 2025
E. S.
Head Executive Director, Privacy, Cyber & Information Security
Mobile Phone
Email
United StatesNew York
Jun 06, 2024

Frequently Asked Questions

What is United Brokerage Services known for?

United Brokerage Services was founded in 1990 operates in the Financial Services industry. The company's main headquarters is located in 10700 Old County Road 15 Suite 300 Minneapolis, Minnesota 55441 United States; you can contact the main corporate office by phone at

+1-763-512-****

. Explore United Brokerage Services's company overview page for more information.

What is United Brokerage Services's most common email format?

United Brokerage Services employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more United Brokerage Services email formats with LeadIQ.

How many employees does United Brokerage Services have currently?

United Brokerage Services has approximately 24 employees as of April 2026. These team members are located across 3 continents, including North AmericaAfricaEurope.

Who are United Brokerage Services's key employees and leadership?

As of April 2026, United Brokerage Services's key employees include:

Chief Executive Officer: A. W.
Vice President Of Investment: D. M.
President And Controller: R. N.
President: A. G.
Head Executive Director, Privacy, Cyber & Information Security: E. S.

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United Brokerage Services Employee Directory

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