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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
NE RA APPROVED 2017-11-22
MN RA APPROVED 2017-11-13
TX RA APPROVED 2017-11-13
  • NE RA
    APPROVED
    Since 2017-11-22
  • MN RA
    APPROVED
    Since 2017-11-13
  • TX RA
    APPROVED
    Since 2017-11-13

Branch Locations

940 Inwood Ave North, Oakdale, MN 55128 • 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
Sii Investments Oakdale MN 09/2000 11/2017
Lee Stoerzinger Properties Oakdale MN 03/2009 Present
Lee Stoerzinger Independent Insurance Agent Oakdale MN 06/1993 Present
Lee Stoerzinger, Inc. Oakdale MN 12/2005 Present
On The Back Burner (Book Author) Oakdale MN 07/2015 Present
  • 09/2000 → 11/2017
    Sii Investments
    Oakdale, MN
  • 03/2009 → Present
    Lee Stoerzinger Properties
    Oakdale, MN
  • 06/1993 → Present
    Lee Stoerzinger Independent Insurance Agent
    Oakdale, MN
  • 12/2005 → Present
    Lee Stoerzinger, Inc.
    Oakdale, MN
  • 07/2015 → Present
    On The Back Burner (Book Author)
    Oakdale, MN
Previous Registrations
  • 2000-09-25 → 2017-11-14
    Sii Investments, Inc.
    Oakdale, MN
    Oakdale, MN
Other Businesses

1.) ROTARY CLUB OF N. ST. PAUL/MAPLEWOOD/OAKDALE - MEMBER - NOT INVESTMENT RELATED 2.) BEACON SHORES ASSOCIATION - BOARD MEMBER AT LARGE - NOT INVESTMENT RELATED 3.) ON THE BACK BURNER (BOOK AUTHOR) - AUTHOR - BOOK AUTHOR - OAKDALE, MN - SINCE 07/2015 - NOT INVESTMENT RELATED 4.) LEE STOERZINGER PROPERTIES - OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGMENT - OAKDALE, MN - SINCE 03/2009 - INVESTMENT RELATED 5.) LEE STOERZINGER - AGENT - NON-VARIABLE INSURANCE - OAKDALE, MN - SINCE 06/1993 - INVESTMENT RELATED 6.) LEE STOERZINGER, INC. - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - OAKDALE, MN - SINCE 12/2005 - INVESTMENT RELATED 7.) LEE STOERZINGER WEALTH MANAGEMENT - FOUNDER & PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - OAKDALE, MN - SINCE 01/2020 - INVESTMENT RELATED 8.) GIVE POWER TO YOUR JOURNEY - FOUNDER - TEACHING/COACHING - OAKDALE, MN - SINCE 09/2025 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-28
S63 Uniform Securities Agent State Law Examination 1993-03-10
  • S65 Uniform Investment Adviser Law Examination
    1999-12-28
  • S63 Uniform Securities Agent State Law Examination
    1993-03-10
Designations

View on SEC IAPD

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