There are options for clients of United Planners’ Financial Services Of America A Limited Partner broker Donald Vieth (CRD# 5100754). He has been registered with Quincy Wells Capital, LLC in Chicago, Illinois, since 2026. He was registered with Quincy Wells Advisors, LLC in Chicago, Illinois, from January to March 2026, Great Point Capital LLC in Fayette, Alabama, from 2025 to 2026, United Planners’ Financial Services Of America A Limited Partner in Scottsdale, Arizona, from 2020 to 2025, International Assets Investment Management, LLC in Eldon, Missouri, from 2017 to 2020, International Assets Advisory, LLC in Eldon, Missouri, from 2017 to 2020, Sigma Financial Corporation in Eldon, Missouri, from January to February 2017, and Edward Jones in Eldon, Missouri, from 2006 to 2016.
Donald Vieth Customer Complaints
He has been the subject of three customer complaints between 2014 and 2026, one of which was denied, according to his CRD report. The most recent complaint was regarding:
January 2026. “Breach of fiduciary duty, common law fraud, breach of contract, negligence/negligent misrepresentation/omission.” The case is currently pending. The customer is seeking $700,000 in damages. The complaint was regarding alternative investments.
Pursuant to FINRA Rules, member firms are responsible for supervising a broker’s activities during the time the broker is registered with the firm. Therefore, United Planners’ Financial Services Of America A Limited Partner may be liable for investment or other losses suffered by Donald Vieth’s customers.
Erez Law represents investors in the United States for claims against brokers and brokerage firms for wrongdoing. If you have experienced investment losses, please call us at 888-840-1571 or complete our contact form for a free consultation. Erez Law is a nationally recognized law firm representing individuals, trusts, corporations and institutions in claims against brokerage firms, banks and insurance companies on a contingency fee basis.
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