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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 2026-04-20
  • MN RA
    APPROVED
    Since 2026-04-20

Branch Locations

1741 Second Street Sw, Rochester, MN 55902 • United States

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • 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
Marcus Theatres Rochester MN 05/2018 05/2019
Oak Summit Golf Course Rochester MN 05/2021 05/2023
City Of Duluth Duluth MN 05/2024 09/2024
Full Circle Financial Rochester MN 02/2019 Present
Unemployed Stewartville MN 01/2015 05/2018
  • 05/2018 → 05/2019
    Marcus Theatres
    Rochester, MN
  • 05/2021 → 05/2023
    Oak Summit Golf Course
    Rochester, MN
  • 05/2024 → 09/2024
    City Of Duluth
    Duluth, MN
  • 02/2019 → Present
    Full Circle Financial
    Rochester, MN
  • 01/2015 → 05/2018
    Unemployed
    Stewartville, MN
Other Businesses

1.) FULL CIRCLE FINANCIAL - ASSOCIATE FINANCIAL PLANNER, ASSOCIATE PERSONAL FINANCIAL PLANNER, ASSOCIATE PERSONAL FINANCIAL ADVISOR, ASSOCIATE FINANCIAL ADVISOR, ASSOCIATE PERSONAL ADVISOR, PERSONAL FINANCIAL ADVISOR, PERSONAL FINANCIAL PLANNER - DBA NAME FOR MARKETING PURPOSES ONLY - ROCHESTER, MN - SINCE 08/2023 - INVESTMENT RELATED 2.) IFC NATIONAL MARKETING - INSURANCE AGENT - NON-VARIABLE INSURANCE - COON RAPIDS, MN - SINCE 08/2023 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-20
  • S66 Uniform Combined State Law Examination
    2026-04-20
Other Names
  • Ben Trenary

View on SEC IAPD

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