Daniel Craig Parks
Investment adviser representative at United Planners' Financial Services of America A Limited Partner
18 yearsExperience
2 statesRegistered in
$12.8BFirm assets
26 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Estatedocs ProJan 2024 to now
- United Planners' Financial Services of America A Limited PartnerOct 2020 to now
- Daniel ParksSep 2020 to now
- Entrust Financial Partners, LLCJun 2020 to Oct 2020
- Independent Financial Group, LLCMay 2012 to Aug 2020
- Parks Wealth Management IncJul 2008 to Aug 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2008
State registrations
Registered as an investment adviser representative in 2 states (AZ, TX).
United Planners' Financial Services of America A Limited Partner
$12.8BAssets managed
30,369Clients
357Advisers
26 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2954714
- Firm CRD
- 20804