Suzanna Coelho

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

Authority	Category	Status	Date
MN	RA	APPROVED	2025-05-14

MN RA
APPROVED

Since 2025-05-14

Branch Locations

940 Inwood Ave North, Oakdale, MN 55128 • 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

Organization	City	State	From	To
Lee Stoerzinger Wealth Management	Oakdale	MN	09/2022	Present
Wenrich Pd Construction, Llc	Minneapolis	MN	05/2022	09/2022
Wilson Tool International	White Bear Lake	MN	05/2016	05/2022
United Planners Financial Planners	Scottsdale	AZ	10/2023	Present

09/2022 → Present

Lee Stoerzinger Wealth Management

Oakdale, MN
05/2022 → 09/2022

Wenrich Pd Construction, Llc

Minneapolis, MN
05/2016 → 05/2022

Wilson Tool International

White Bear Lake, MN
10/2023 → Present

United Planners Financial Planners

Scottsdale, AZ

Other Businesses

1.) LEE STOERZINGER WEALTH MANAGEMENT - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - OAKDALE, MN - SINCE 05/2025 - INVESTMENT RELATED 2.) LEE STOERZINGER WEALTH MANAGEMENT - ASSOCIATE - NOTARY - OAKDALE, MN - SINCE 06/2025 - NOT INVESTMENT RELATED

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-05-14

S66 Uniform Combined State Law Examination

2025-05-14

Other Names

Suzy Coelho

View on SEC IAPD

Current Employers

United Planners' Financial Services Of America A Limited Partner

Disclosures

Employment History

Other Businesses

Exams

Other Names

Other Firms

Other Investors

Other Offices

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