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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
TX RA APPROVED_RES 2025-08-29
WI RA APPROVED 2011-12-01
  • TX RA
    APPROVED_RES
    Since 2025-08-29
  • WI RA
    APPROVED
    Since 2011-12-01

Branch Locations

720 Industrial Court Ste 8, Hartland, WI 53029 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
United Planners' Financial Services Scottsdale AZ 10/2011 Present
Skye Financial Services, Inc. Hartland WI 10/2011 Present
Over The Rainbow Properties, Llc Waukesha WI 07/2013 02/2021
Shawn D. Macdonald, Llc Hartland WI 12/1999 Present
Skye Financial Service, Inc. Hartland WI 05/2006 Present
Kummrow Rental Wales WI 09/2020 06/2025
Skye Financial Services, Inc. Hartland WI 05/2006 Present
4635 Lake Club Circle Oconomowoc WI 07/2022 05/2025
Shawn D. Macdonald Hartland WI 05/1987 Present
  • 10/2011 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 10/2011 → Present
    Skye Financial Services, Inc.
    Hartland, WI
  • 07/2013 → 02/2021
    Over The Rainbow Properties, Llc
    Waukesha, WI
  • 12/1999 → Present
    Shawn D. Macdonald, Llc
    Hartland, WI
  • 05/2006 → Present
    Skye Financial Service, Inc.
    Hartland, WI
  • 09/2020 → 06/2025
    Kummrow Rental
    Wales, WI
  • 05/2006 → Present
    Skye Financial Services, Inc.
    Hartland, WI
  • 07/2022 → 05/2025
    4635 Lake Club Circle
    Oconomowoc, WI
  • 05/1987 → Present
    Shawn D. Macdonald
    Hartland, WI
Previous Registrations
  • 1999-12-01 → 2011-12-01
    Capital Financial Services, Inc.
    Delafield, WI
    Minot, ND
    Minot, ND
    Minot, ND
Other Businesses

1.) SKYE FINANCIAL SERVICES, INC. - TAX PREPARER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - HARTLAND, WI - SINCE 05/2006 - NOT INVESTMENT RELATED 2.) SHAWN D. MACDONALD, LLC - OWNER - THIS NAME/BUSINESS ENTITY IS NOT HELD OUT TO PUBLIC, THIS IS A HOLDING COMPANY FOR TAX AND BUSINESS PURPOSES - SINCE 12/1999 - HARTLAND WI - NOT INVESTMENT RELATED. 3.) SKYE FINANCIAL SERVICE, INC - CO-FOUNDER, OWNER, FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - HARTLAND, WI - SINCE 05/2006 - INVESTMENT RELATED 4.) SHAWN D. MACDONALD - INSURANCE AGENT - NON-VARIABLE INSURANCE - HARTLAND, WI - SINCE 05/1987 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-08-12
S63 Uniform Securities Agent State Law Examination 1997-09-27
  • S65 Uniform Investment Adviser Law Examination
    1999-08-12
  • S63 Uniform Securities Agent State Law Examination
    1997-09-27

View on SEC IAPD

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