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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 2019-12-06
  • MN RA
    APPROVED
    Since 2019-12-06

Branch Locations

600 Highway 169 S Ste 1500, St. Louis Park, MN 55426 • 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
Border States Electric Albertville MN 05/2016 10/2017
Lpl Financial Llc Plymouth MN 10/2017 12/2019
Wealth Enhancement Brokerage Services Plymouth MN 10/2017 12/2019
Wealth Enhancement Advisory Services Plymouth MN 10/2017 12/2019
United Planners Financial Services Scottsdale AZ 12/2019 Present
Hemingway Wealth Management Minnetonka MN 12/2019 Present
  • 05/2016 → 10/2017
    Border States Electric
    Albertville, MN
  • 10/2017 → 12/2019
    Plymouth, MN
  • 10/2017 → 12/2019
    Wealth Enhancement Brokerage Services
    Plymouth, MN
  • 10/2017 → 12/2019
    Wealth Enhancement Advisory Services
    Plymouth, MN
  • 12/2019 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 12/2019 → Present
    Hemingway Wealth Management
    Minnetonka, MN
Previous Registrations
Other Businesses

1.) HEMINGWAY WEALTH MANAGEMENT - ADMINISTRATIVE - EXECUTIVE CLIENT ACCOUNT MANAGER - ST. LOUIS PARK, MN - SINCE 12/2019 - INVESTMENT RELATED 2.) CHRISTINE HEINE - NOTARY PUBLIC - NOTARY - SAINT LOUIS PARK, MN - SINCE 10/2022 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-09-10
S63 Uniform Securities Agent State Law Examination 2008-08-18
  • S65 Uniform Investment Adviser Law Examination
    2009-09-10
  • S63 Uniform Securities Agent State Law Examination
    2008-08-18
Other Names
  • Christine Ann Heine

View on SEC IAPD

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