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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
WI RA APPROVED 2021-06-10
  • WI RA
    APPROVED
    Since 2021-06-10

Branch Locations

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

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • 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
Sitzberger & Co, Sc Brookfield WI 12/2008 01/2021
Skye Financial Services, Inc. Hartland WI 01/2021 Present
United Planners Financial Services Scottsdale AZ 05/2021 Present
Skye Accounting, Llc Hartland WI 09/2021 Present
Skye Financial Services, Inc Hartland WI 09/2021 Present
Skye Financial Services, Inc Hartland WI 01/2021 Present
Alexander Barta Hartland WI 02/2021 Present
  • 12/2008 → 01/2021
    Sitzberger & Co, Sc
    Brookfield, WI
  • 01/2021 → Present
    Skye Financial Services, Inc.
    Hartland, WI
  • 05/2021 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 09/2021 → Present
    Skye Accounting, Llc
    Hartland, WI
  • 09/2021 → Present
    Skye Financial Services, Inc
    Hartland, WI
  • 01/2021 → Present
    Skye Financial Services, Inc
    Hartland, WI
  • 02/2021 → Present
    Alexander Barta
    Hartland, WI
Other Businesses

1.) SKYE ACCOUNTING, LLC - MEMBER - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - HARTLAND, WI - SINCE 09/2021 - NOT INVESTMENT RELATED 2.) SKYE FINANCIAL SERVICES, INC - BUSINESS DEVELOPMENT/BACK OFFICE - NON-VARIABLE INSURANCE - HARTLAND, WI - SINCE 09/2021 - INVESTMENT RELATED 3.) SKYE FINANCIAL SERVICES, INC - SHAREHOLDER/TAX SPECIALIST/OWNER/ACCOUNTANT/FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - HARTLAND, WI - SINCE 01/2021 - INVESTMENT RELATED 4.) SKYE FINANCIAL SERVICES, INC - SHAREHOLDER/CPA/ACCOUNTANT - TAX PREPARATION/ACCOUNTING/BOOKKEEPING/CPA - HARTLAND, WI - SINCE 01/2021 - NOT INVESTMENT RELATED 5.) MONTESSORI SCHOOL OF WAUKESHA, INC - BOARD OF TRUSTEES MEMBER - COMMUNITY, CIVIC OR CHARITABLE BOARD MEMBER - WAUKESHA, WI - SINCE 10/2023 - NOT INVESTMENT RELATED 6.) ALEXANDER BARTA - INSURANCE AGENT - NON-VARIABLE INSURANCE - HARTLAND, WI - SINCE 02/2021 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-06-09
  • S66 Uniform Combined State Law Examination
    2021-06-09

View on SEC IAPD

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