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
MO RA APPROVED 2020-01-24
  • MO RA
    APPROVED
    Since 2020-01-24

Branch Locations

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States

Lake Lotawana, MO • 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
Questar Capital Corporation Minneapolis MN 06/2012 03/2019
Questar Asset Management Minneapolis MN 06/2012 03/2019
Woodbury Financial Services, Inc. Lake Lotawana MO 03/2019 01/2020
Woodbury Financial Services, Inc. Lake Lotawana MO 03/2019 01/2020
United Planners Financial Services Scottsdale AZ 01/2020 Present
John Michael Lynch Lake Lotawana MO 06/2006 Present
Lynch Financial Llc Lake Lotawana MO 06/2026 Present
  • 06/2012 → 03/2019
    Questar Capital Corporation
    Minneapolis, MN
  • 06/2012 → 03/2019
    Questar Asset Management
    Minneapolis, MN
  • 03/2019 → 01/2020
    Woodbury Financial Services, Inc.
    Lake Lotawana, MO
  • 03/2019 → 01/2020
    Woodbury Financial Services, Inc.
    Lake Lotawana, MO
  • 01/2020 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 06/2006 → Present
    John Michael Lynch
    Lake Lotawana, MO
  • 06/2026 → Present
    Lynch Financial Llc
    Lake Lotawana, MO
Previous Registrations
  • 2019-03-01 → 2020-01-24
    Woodbury Financial Services, Inc.
    Lake Lotawana, MO
  • 2012-06-05 → 2019-03-01
    Questar Asset Management, Inc.
    Minneapolis, MN
    Lake Lotawana, MO
  • 2006-05-17 → 2012-06-12
    Overland Park, KS
Other Businesses

1.) JOHN MICHAEL LYNCH - INDEPENDENT AGENT - NON-VARIABLE INSURANCE - LAKE LOTAWANA, MO - SINCE 06/2006 - INVESTMENT RELATED 2.) LYNCH FINANCIAL LLC - OWNER - LLC FOR INVESTMENT & TAX PURPOSES - LAKE LOTAWANA, MO - SINCE 06/2026 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-05-16
  • S66 Uniform Combined State Law Examination
    2006-05-16

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