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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 2026-05-01
  • MN RA
    APPROVED
    Since 2026-05-01

Branch Locations

7333 E Doubletree Ranch Rd Ste 120, Scottsdale, AZ 85258 • United States

600 Highway 169 S Ste 1500, St. Louis Park, MN 55426 • 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
State Farm Plymouth MN 10/2024 05/2025
Armed Forces Tucson AZ 10/2018 10/2024
Youngstedts Automotive Eden Prairie MN 02/2018 10/2018
Autozone Burnsville MN 08/2017 02/2018
Target Northfield MN 07/2016 02/2018
Quarterback Club Northfield MN 07/2012 08/2017
Northwestern Mutual Life Insurance Company Milwaukee WI 05/2025 05/2026
Northwestern Mutual Investment Services Llc Mendota Hts MN 06/2025 05/2026
Northwestern Mutual Wealth Management Company Milwaukee WI 08/2025 05/2026
First Command Financial Services Bloomington MN 05/2024 10/2024
United Planners Financial Services Scottsdale AZ 05/2026 Present
  • 10/2024 → 05/2025
    State Farm
    Plymouth, MN
  • 10/2018 → 10/2024
    Armed Forces
    Tucson, AZ
  • 02/2018 → 10/2018
    Youngstedts Automotive
    Eden Prairie, MN
  • 08/2017 → 02/2018
    Autozone
    Burnsville, MN
  • 07/2016 → 02/2018
    Target
    Northfield, MN
  • 07/2012 → 08/2017
    Quarterback Club
    Northfield, MN
  • 05/2025 → 05/2026
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 06/2025 → 05/2026
    Mendota Hts, MN
  • 08/2025 → 05/2026
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 05/2024 → 10/2024
    First Command Financial Services
    Bloomington, MN
  • 05/2026 → Present
    United Planners Financial Services
    Scottsdale, AZ
Previous Registrations
Other Businesses

1.) HEMINGWAY WEALTH MANAGEMENT - CLIENT SERVICE ASSOCIATE - DBA NAME FOR MARKETING PURPOSES ONLY - ST. LOUIS PARK, MN - SINCE 05/2026 - INVESTMENT RELATED

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-13
S63 Uniform Securities Agent State Law Examination 2024-07-26
  • S65 Uniform Investment Adviser Law Examination
    2024-08-13
  • S63 Uniform Securities Agent State Law Examination
    2024-07-26
Other Names
  • Cody Scott Polzin

View on SEC IAPD

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