Brent Gilmore, AIF®, ChFC®, CRC®, CLU®

Brent Gilmore, AIF®, ChFC®, CRC®, CLU®

Registered Principal of United Planners

I have been in the financial planning industry for almost 30 years. I have worked for both captive and independent planning firms and have come to know that client needs take precedence over captive company or wire house proprietary products. That is why I have selected an independent hybrid broker dealer that puts client needs first. United Planners allows me to utilize independent money managers, planning software that addressed client needs.

United Planners is majority owned by the limited partners of the broker dealer. This provides stability and client oriented thinking in our future planning and strategies. I maintain my Chartered Financial Consultant & Chartered Life Underwriter designation as well as my Certified Retirement Counselor designation. I also have acquired my Accredited Investment Fiduciary (AIF) designation to provide fiduciary processes and plans for my business clients and charitable organizations as well as clients with trusts. My focus is on individuals and organizations with investable assets with wealth accumulation, preservation and retirement planning as the focus. 

I am married to my best friend and partner of 33 years, have 2 well rounded married adult children and enjoy golf, bowling and travel.

Phone 614-777-5477
Mobile Phone 614-570-5477