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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 | 2025-09-03 |
Branch Locations
940 Inwood Ave North, Oakdale, MN 55128 • United States
7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 08/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Lacrosse | WI | 03/2020 | 09/2024 |
| Unemployed | Saint Paul | MN | 09/2024 | 03/2025 |
| United Planners Financial Services | Scottsdale | AZ | 03/2025 | Present |
| Brandon Bailey | Minneapolis | MN | 09/2022 | Present |
| Brandon Bailey | Saint Paul | MN | 09/2023 | Present |
1.) BRANDON BAILEY - RESIDENT INSURANCE PRODUCER - NON-VARIABLE INSURANCE - MINNEAPOLIS, MN - SINCE 09/2022 - INVESTMENT RELATED 2.) LEE STOERZINGER WEALTH MANAGEMENT - ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - OAKDALE, MN - SINCE 03/2025 - INVESTMENT RELATED 3.) LEE STOERZINGER WEALTH MANAGEMENT - ASSOCIATE - NOTARY - OAKDALE, MN - SINCE 06/2025 - NOT INVESTMENT RELATED 4.) BRANDON BAILEY- Insurance Agent - Non-Variable Insurance, Medicare Plans part C & D -Saint Paul MN - Since 09/01/2023 - investment Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-01-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-15 |
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