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Darren Francis Schneck

Investment Adviser Representative at United Planners' Financial Services OF America A Limited Partner

Lihue, HICRD #3056724Investment Adviser Representative
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
26 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Darren Francis Schneck is an investment adviser representative with United Planners' Financial Services of America A Limited Partner in Lihue, HI, where they have been registered since 2024. They have worked in the securities industry since 2000 and have been registered with 6 firms, including SCF Investment Advisors, Inc. and National Asset Management, Inc. They have passed 3 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Hawaii.

Office

3156 Elua St.
Lihue, HI 96766

Advisors at this office: 3

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Hawaii

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/28/2000
Series 63
Uniform Securities Agent State Law Examination
Passed 7/14/1998
Series 7
General Securities Representative Examination
Passed 6/19/1998

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

United Planners' Financial Services OF America A Limited PartnerCurrent
8/15/2024 – Lihue, HI
SCF Investment Advisors, Inc.
11/1/2013 – 8/15/2024Kapaa, HI
United Planners' Financial Services OF America A Limited Partner
8/14/2024 – 8/14/2024Scottsdale, AZ
National Asset Management, Inc.
12/17/2009 – 11/1/2013Lihue, HI
Morgan Stanley Smith Barney LLC
6/1/2009 – 1/15/2010Kauai, Lihue, HI
Morgan Stanley & Co. Incorporated
4/2/2007 – 6/1/2009Kauai, Lihue, HI
Morgan Stanley
6/2/2000 – 4/2/2007Kauai, Lihue, HI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. SCF Investment Advisors, Inc.
    Nov 2013 – Aug 2024Fresno, CA
  2. United Planners
    Aug 2024 – no end date reportedScottsdale, AZ

Official records & sources

Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About United Planners' Financial Services OF America A Limited Partner

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Commissions
  • Hourly
  • Fixed fee
Firm account minimum
$10,000 (waivable)
Firm's annual rate schedule by assets
  • Program Fee Tier 10.19%
  • Program Fee Tier 20.05%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsState/MunicipalOther Investment AdvisersInsurance CompaniesSovereign WealthCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
362
Offices listed on AdvisorFinder:
26
Main office:
Scottsdale, AZ
SEC file number:
801-57198

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of June 18, 2026

View full firm profile

Other advisors at United Planners' Financial Services OF America A Limited Partner

Showing 12 of 362 in the directory

View United Planners' Financial Services OF America A Limited Partner firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Darren Francis Schneck has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Darren Francis Schneck in Lihue, HI - Fees & Credentials