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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 2015-01-02
  • MN RA
    APPROVED
    Since 2015-01-02

Branch Locations

9121 Baltimore Street Ne, Minneapolis, MN 55449 • 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
Bryan H. Marker - Independent Insurance Lakeville MN 08/1983 Present
Professional Pension Services, Inc. Burnsville MN 05/1986 Present
Pinnacle Planning Group, Inc. Blaine MN 04/1986 Present
United Planners' Financial Services Scottsdale AZ 01/2015 Present
Southside Services I, Inc. Minneapolis MN 07/1983 Present
Professional Pension Services, Inc. Burnsville MN 05/1986 Present
Life Renewal Counseling Llc Burnsville MN 07/2020 Present
  • 08/1983 → Present
    Bryan H. Marker - Independent Insurance
    Lakeville, MN
  • 05/1986 → Present
    Professional Pension Services, Inc.
    Burnsville, MN
  • 04/1986 → Present
    Pinnacle Planning Group, Inc.
    Blaine, MN
  • 01/2015 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 07/1983 → Present
    Southside Services I, Inc.
    Minneapolis, MN
  • 05/1986 → Present
    Professional Pension Services, Inc.
    Burnsville, MN
  • 07/2020 → Present
    Life Renewal Counseling Llc
    Burnsville, MN
Previous Registrations
  • 2012-02-08 → 2014-12-31
    West Saint Paul, MN
    Kentwood, MI
  • 2010-04-28 → 2012-02-22
    American Portfolios Advisors, Inc
    Holbrook, NY
  • 2007-08-02 → 2010-03-23
    Osaic Services, Inc.
    St. Paul, MN
    Phoenix, AZ
Other Businesses

1) PROFESSIONAL PENSION SERVICES, INC. - PRESIDENT - THIRD PARTY ADMINISTRATOR OF RETIREMENT PLANS - SINCE 05/1986 - BURNSVILLE, MN - NOT INVESTMENT RELATED 2) PINNACLE PLANNING GROUP, INC. - VICE PRESIDENT - INSURANCE AND FINANCIAL SERVICES - SINCE 04/1986 - BLAINE, MN - INVESTMENT RELATED 3) BRYAN H. MARKER - INDEPENDENT INSURANCE - AGENT- INSURANCE AND FINANCIAL SERVICES - SINCE 08/1983 - LAKEVILLE, MN - INVESTMENT RELATED 4) SOUTHSIDE SERVICES I, INC - BOARD TREASURER - NON-PROFIT PROVIDING SERVICES TO ADULTS WITH DISABILITES LIVING INDEPENDENTLY - SINCE 07/1983 - MINNIAPOLIS, MN - NOT INVESTMENT RELATED 5) PINNACLE PLANNING GROUP, INC - VICE PRESIDENT/CO-OWNER (50%) - DBA NAME FOR MARKETING PURPOSES ONLY - MINNEAPOLIS, MN - SINCE 01/2015 - INVESTMENT RELATED 6) LIFE RENEWAL COUNSELING LLC - BUSINESS MANAGER - MENTAL HEALTH THERAPY - BURNSVILLE, MN - SINCE 07/2020 - NOT INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-05-08
S63 Uniform Securities Agent State Law Examination 1983-10-19
  • S65 Uniform Investment Adviser Law Examination
    1999-05-08
  • S63 Uniform Securities Agent State Law Examination
    1983-10-19

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