United Planners' Financial Services of America
| [Ttitle]IBDs | United Planners' Financial Services of America |
| Risk management | 9.4 |
| Clearly communicated policies and procedures | 9.5 |
| Reduction of administrative burden (time and effort) | 9 |
| Turnaround time for material submitted to department | 9.2 |
| Knowledgeable compliance staff | 9.4 |
| Approachability and helpfulness | 9.5 |
| Ability to choose mix of business | 9.8 |
| Ability to set up own RIA | 9.8 |
| Social media support | 9.2 |
| Overall rating | 9.4 |
| Methodology | 1=unacceptable, 10=outstanding |