Category: United Planners’ Financial Services

Doug Dulac Allegedly Breached Duty to Investor

Doug Dulac (CRD# 1411702), a broker registered with United Planners’ Financial Services, breached his fiduciary duty to a client, according to an investor dispute. MDF Law is investigating the Carmel, Maine-based financial professional for similar conduct. If you have concerns about your investments, contact us for a free consultation. The following post details the allegations […]

Dan Droeg Embroiled in 6-Figure Dispute

Dan Droeg (CRD# 1509210), formerly a broker registered with United Planners’ Financial Services, misappropriated client funds, according to an investor dispute. MDF Law is investigating the former Mesa, Arizona-based broker, who did business as Droeg Financial Services, for similar conduct. Contact us if you have any concerns regarding your own accounts. For more information about […]