Michael Gene Steward

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
MN	RA	APPROVED	2025-06-11

MN RA
APPROVED

Since 2025-06-11

Branch Locations

1741 Second Street Sw, Rochester, MN 55902 • 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
Capalton Corporation	Woodbury	MN	08/2024	Present
Dcl Technologies, Inc.	Holtsville	NY	09/2023	Present
Tredegar Surface Protection Llc	Richmond	VA	11/2018	08/2023
Touch Trends	Kalispel	MT	04/2016	04/2017
Steward Consulting Inc.	Woodbury	MN	04/2017	11/2018
United Planners	Scottsdale	AZ	05/2024	Present
Capalton Corporation	Woodbury	MN	03/2024	Present

08/2024 → Present

Capalton Corporation

Woodbury, MN
09/2023 → Present

Dcl Technologies, Inc.

Holtsville, NY
11/2018 → 08/2023

Tredegar Surface Protection Llc

Richmond, VA
04/2016 → 04/2017

Touch Trends

Kalispel, MT
04/2017 → 11/2018

Steward Consulting Inc.

Woodbury, MN
05/2024 → Present

United Planners

Scottsdale, AZ
03/2024 → Present

Capalton Corporation

Woodbury, MN

Other Businesses

1.) CAPALTON CORPORATION - PRESIDENT - CONSULTING SERVICES - WOODBURY, MN - SINCE 03/2024 - NOT INVESTMENT RELATED 2.) DCL TECHNOLOGIES INC. - GENERAL MANAGER - LCD DISPLAY MANUFACTURING - HOLTSVILLE, NY - SINCE 09/2023 - NOT INVESTMENT RELATED

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-06-11

S66 Uniform Combined State Law Examination

2025-06-11

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

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