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 2025-08-18
  • MN RA
    APPROVED
    Since 2025-08-18

Branch Locations

600 Highway 169 S Ste 1500, St. Louis Park, MN 55426 • 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
Jackson National Life Distributors Llc Denver CO 08/2014 09/2016
Transamerica Capital Inc Denver CO 08/2017 10/2018
Ameriprise Financial Services, Llc Arden Hills MN 09/2021 12/2023
Nova 401(K) Associates Houston TX 10/2018 09/2021
Nova 401(K) Associates Houston TX 12/2023 08/2025
Self-Employed Blaine MN 09/2016 Present
United Planners Financial Services Scottsdale AZ 08/2025 Present
Betsy Kelly Golf Blaine MN 01/2019 Present
  • 08/2014 → 09/2016
    Jackson National Life Distributors Llc
    Denver, CO
  • 08/2017 → 10/2018
    Transamerica Capital Inc
    Denver, CO
  • 09/2021 → 12/2023
    Arden Hills, MN
  • 10/2018 → 09/2021
    Nova 401(K) Associates
    Houston, TX
  • 12/2023 → 08/2025
    Nova 401(K) Associates
    Houston, TX
  • 09/2016 → Present
    Self-Employed
    Blaine, MN
  • 08/2025 → Present
    United Planners Financial Services
    Scottsdale, AZ
  • 01/2019 → Present
    Betsy Kelly Golf
    Blaine, MN
Previous Registrations
Other Businesses

1.) BETSY KELLY GOLF - CONTENT CREATOR - I AM A SOCIAL MEDIA INFLUENCER/CONTENT CREATOR IN THE GOLF AND FITNESS INDUSTRY - BLAINE, MN - SINCE 01/2019 - NOT INVESTMENT RELATED 2.) HEMINGWAY WEALTH MANAGEMENT - DIRECTOR OF RETIREMENT PLANS - DBA NAME FOR MARKETING PURPOSES ONLY - ST. LOUIS PARK, MN - SINCE 08/2025 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-25
S63 Uniform Securities Agent State Law Examination 2014-09-23
  • S66 Uniform Combined State Law Examination
    2021-10-25
  • S63 Uniform Securities Agent State Law Examination
    2014-09-23
Other Names
  • Betsy Kelly
  • Betsy Nichole Kelly

View on SEC IAPD

More in St. Louis Park, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor