Best Investors Account Sign in
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 2024-10-16
  • MN RA
    APPROVED
    Since 2024-10-16

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
Christopher Wollo, Pa Medina MN 12/2005 12/2023
Isc Financial Advisors Albert Lea MN 01/2021 12/2023
Strategic Tax & Business Consultants Llc Medina MN 01/2022 Present
United Planners Financial Services Scottsdale AZ 10/2024 Present
Ballistic Products, Inc. St. Michael MN 01/2010 Present
Jegg Global Holdings, Llc Plymouth MN 09/2015 Present
Hyperion Research Holdings, Llc St. Paul MN 01/2017 Present
Medina Holdings Llc Medina MN 11/2021 Present
  • 12/2005 → 12/2023
    Christopher Wollo, Pa
    Medina, MN
  • 01/2021 → 12/2023
    Albert Lea, MN
  • 01/2022 → Present
    Strategic Tax & Business Consultants Llc
    Medina, MN
  • 10/2024 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 01/2010 → Present
    Ballistic Products, Inc.
    St. Michael, MN
  • 09/2015 → Present
    Jegg Global Holdings, Llc
    Plymouth, MN
  • 01/2017 → Present
    Hyperion Research Holdings, Llc
    St. Paul, MN
  • 11/2021 → Present
    Medina Holdings Llc
    Medina, MN
Previous Registrations
Other Businesses

1.) HYPERION RESEARCH HOLDINGS, LLC - CPA - ADVANCED COMPUTING AND EMERGING TECHNOLOGY CONSULTING COMPANY - ST. PAUL, MN - SINCE 01/2017 - NOT INVESTMENT RELATED 2.) BALLISTIC PRODUCTS, INC. - CPA, ACCOUNTING WORK - RETAILER OF AMMUNITION AND SHOTSHELL ACCESSORIES AND MANUFACTURES RELOADING COMPONENTS - ST. MICHAEL, MN - SINCE 01/2010 - NOT INVESTMENT RELATED 3.) JEGG GLOBAL HOLDINGS, LLC - CPA, ACCOUNTING WORK - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - PLYMOUTH, MN - SINCE 09/2015 - NOT INVESTMENT RELATED 4.) MEDINA HOLDINGS LLC - MEMBER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - MEDINA, MN - SINCE 11/2021 - INVESTMENT RELATED 5.) STRATEGIC TAX & BUSINESS CONSULTANTS LLC - PRESIDENT - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - MEDINA, MN - SINCE 01/2022 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-02
  • S65 Uniform Investment Adviser Law Examination
    2020-11-02
Other Names
  • Chris Wollo

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Scottsdale, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor