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Employer firm

United Planners' Financial Services Of America A Limited Partner CRD 20804

$12.8B regulatory AUM 483 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

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 2025-10-15
  • MN RA
    APPROVED
    Since 2025-10-15

Branch Locations

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

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
Hemingway Wealth Management Minnetonka MN 07/2016 Present
Rebecca Joseph, Act/Sat/Psat Tutor Minnetonka MN 02/2008 Present
United Planners Financial Services Scottsdale AZ 08/2025 Present
  • 07/2016 → Present
    Hemingway Wealth Management
    Minnetonka, MN
  • 02/2008 → Present
    Rebecca Joseph, Act/Sat/Psat Tutor
    Minnetonka, MN
  • 08/2025 → Present
    United Planners Financial Services
    Scottsdale, AZ
Other Businesses

1.) SELF-EMPLOYED ACT/SAT TUTOR - TUTOR - TEACHING/COACHING - MINNETONKA, MN - SINCE 04/2008 - NOT INVESTMENT RELATED 2.) HEMINGWAY WEALTH MANAGEMENT - CFO & FINANCIAL PLANNER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - ST. LOUIS PARK, MN - SINCE 07/2016 - NOT INVESTMENT RELATED 3.) HEMINGWAY WEALTH MANAGEMENT - CFO & FINANCIAL PLANNER - DBA NAME FOR MARKETING PURPOSES ONLY - ST. LOUIS PARK, MN - SINCE 07/2016 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-10-15
  • S65 Uniform Investment Adviser Law Examination
    2025-10-15
Designations
  • Personal Financial Specialist
Other Names
  • Rebecca Kent Graybill

View on SEC IAPD

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