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7333 East Doubletree Ranch Rd, Suite 120, Scottsdale, AZ 85258 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2015-01-02 |
Branch Locations
9121 Baltimore Street Ne, Minneapolis, MN 55449 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1983-10-19 |
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