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Current Employers
United Planners' Financial Services Of America A Limited Partner

7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2015-10-02
  • MN RA
    APPROVED
    Since 2015-10-02

Branch Locations

600 Highway 169 S Ste 1500, St. Louis Park, MN 55426 • United States

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Chiswick Lane, Inc. Minnetonka MN 02/2017 Present
United Planners' Financial Services Scottsdale AZ 08/2015 Present
Professional Business Consortium Plymouth MN 01/2002 Present
Hemingway Wealth Management (Insurance Agent) Minnetonka MN 10/2022 Present
Successor Executor Minnetonka MN 12/2018 01/2024
Eric Hemingway Minnetonka MN 04/2021 09/2022
Chiswick Lane, Inc. Minnetonka MN 09/2022 Present
  • 02/2017 → Present
    Chiswick Lane, Inc.
    Minnetonka, MN
  • 08/2015 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 01/2002 → Present
    Professional Business Consortium
    Plymouth, MN
  • 10/2022 → Present
    Hemingway Wealth Management (Insurance Agent)
    Minnetonka, MN
  • 12/2018 → 01/2024
    Successor Executor
    Minnetonka, MN
  • 04/2021 → 09/2022
    Eric Hemingway
    Minnetonka, MN
  • 09/2022 → Present
    Chiswick Lane, Inc.
    Minnetonka, MN
Previous Registrations
  • 2014-01-16 → 2015-09-28
    Monticello Investment Services, Inc.
    Neosho, MO
    Minnetonka, MN
Other Businesses

1.) HEMINGWAY WEALTH MANAGEMENT (D/B/A) - MANAGING PARTNER & FOUNDER - DBA NAME FOR MARKETING PURPOSES ONLY - MINNETONKA, MN - SINCE 10/2022 - INVESTMENT RELATED 2.) HEMINGWAY WEALTH MANAGEMENT (INSURANCE AGENT) - MANAGING PARTNER - NON-VARIABLE INSURANCE - MINNETONKA, MN - SINCE 10/2022 - INVESTMENT RELATED 3.) CHISWICK LANE, INC.- PRESIDENT - LEASING OUT OFFICE SPACE - MINNETONKA, MN - SINCE 02/2017 - INVESTMENT RELATED 4.) CHISWICK LANE, INC. - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - MAPLE GROVE, MN - SINCE 08/2022 - INVESTMENT RELATED 5.) CHISWICK LANE, INC. - PRESIDENT - CONSULTING SERVICES - MINNETONKA, MN - SINCE 09/2022 - NOT INVESTMENT RELATED 6.) SELF - VOLUNTEER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER OR OFFICER - PLYMOUTH, MN - SINCE 09/2024 - NOT INVESTMENT RELATED.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2000-06-08
  • S63 Uniform Securities Agent State Law Examination
    2000-06-08

View on SEC IAPD

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