About United Brokerage Services INC
<p>Focused on retirement and insurance-based planning, United Brokerage Services INC is an independent advisor and registered investment advisor (CRD #39062 / SEC #801-80804). Founded in 1991, the firm reports $389.1 million in assets under management (2026), primarily in non-discretionary individual accounts.</p> <p>Headquartered in Parkersburg in the Mid-Ohio Valley along the Ohio River, United Brokerage Services also has an office in Minneapolis–Saint Paul. The firm works with individuals and also supports other financial professionals with case design and sales support.</p> <p>United Brokerage Services represents more than 30 insurance carriers and helps clients set financial goals and put plans in place for retirement planning, income planning, asset accumulation, and wealth transfer and legacy strategies. It also offers 3(21) fiduciary support for retirement plans as part of its work with plan sponsors and advisors.</p> <p>What sets the firm apart is the combination of an RIA platform and an insurance-carrier bench, which allows it to coordinate investment and annuity-based strategies in one place.</p> <ul> <li>3(21) fiduciary services for retirement plans</li> <li>Retirement and income planning</li> <li>Estate and wealth transfer strategy support</li> <li>Deferred, income, and fixed index annuities</li> <li>Life insurance and long-term care insurance alternatives</li> </ul>
Website: https://www.unitedbrokerageservices.com/
Office Locations
- Parkersburg, WV (Headquarters)
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $389.1M
Team Members
- Mary Beseke, CFP®