Chad Travis Shindel is listed as Vice President, Chief Financial Officer (cfo) at United Planners' Financial Services of America a Limited Partner on SEC Form ADV.
Form ADV reports a beneficial ownership band of Under 5%.
| Title | Vice President, Chief Financial Officer (cfo) |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2018 |
| Title | Treasurer |
| Ownership | — |
| Control person | Yes |
| Since | 2020 |