Devon Scott Portz

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
WI	RA	APPROVED	2024-08-21

WI RA
APPROVED

Since 2024-08-21

Branch Locations

720 Industrial Court Ste 8, Hartland, WI 53029 • 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
Culver's	Waukesha	WI	07/2016	09/2017
Skye Financial Services, Inc	Hartland	WI	11/2017	Present
Student	Waukesha	WI	07/2014	05/2024
United Planners Financial Services	Scottsdale	AZ	07/2024	Present
Devon Portz	Hartland	WI	08/2021	Present

07/2016 → 09/2017

Culver's

Waukesha, WI
11/2017 → Present

Skye Financial Services, Inc

Hartland, WI
07/2014 → 05/2024

Student

Waukesha, WI
07/2024 → Present

United Planners Financial Services

Scottsdale, AZ
08/2021 → Present

Devon Portz

Hartland, WI

Other Businesses

1.) SKYE FINANCIAL SERVICE, INC. - FINANCIAL ADVISOR - DBA NAME FOR MARKETING PURPOSES ONLY - HARTLAND, WI - SINCE 11/2017 - INVESTMENT RELATED 2.) DEVON PORTZ - INSURANCE AGENT - NON-VARIABLE INSURANCE - HARTLAND, WI - SINCE 08/2021 - INVESTMENT RELATED 3.) SKYE FINANCIAL SERVICE, INC. - TAX ORGANIZER - TAX PREPARATION/ACCOUNT/BOOKKEEPING/CPA - HARTLAND, WI - SINCE 01/2018 - NOT INVESTMENT RELATED

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2024-08-21

S66 Uniform Combined State Law Examination

2024-08-21

View on SEC IAPD

Current Employers

United Planners' Financial Services Of America A Limited Partner

Disclosures

Employment History

Other Businesses

Exams

Other Firms

Other Investors

Other Offices

Reviews