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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 2013-11-05
  • MN RA
    APPROVED
    Since 2013-11-05

Branch Locations

9121 Baltimore Street Ne, Minneapolis, MN 55449 • United States

7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258-2023 • 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
Pinnacle Planning Group, Inc Minneapolis MN 05/1985 Present
Ffps Ltd Minneapolis MN 07/1994 Present
United Planners' Financial Services Scottsdale AZ 10/1997 Present
Mark Alan Finnestad Blaine MN 01/1985 Present
Finnestad Residential Rentals Andover MN 01/2012 Present
Frog Hollow, Partnership Minooka IL 01/2012 12/2022
Middlings Acres Minooka IL 01/2023 03/2024
  • 05/1985 → Present
    Pinnacle Planning Group, Inc
    Minneapolis, MN
  • 07/1994 → Present
    Ffps Ltd
    Minneapolis, MN
  • 10/1997 → Present
    United Planners' Financial Services
    Scottsdale, AZ
  • 01/1985 → Present
    Mark Alan Finnestad
    Blaine, MN
  • 01/2012 → Present
    Finnestad Residential Rentals
    Andover, MN
  • 01/2012 → 12/2022
    Frog Hollow, Partnership
    Minooka, IL
  • 01/2023 → 03/2024
    Middlings Acres
    Minooka, IL
Other Businesses

1.) PINNACLE PLANNING GROUP - OWNER/PRESIDENT - NON-VARIABLE INSURANCE - BLAINE, MN - SINCE 04/1985 - INVESTMENT RELATED 2.) FFPS, LTD - OWNER/PRESIDENT - NON-VARIABLE INSURANCE - BLAINE, MN - SINCE 07/1994 - INVESTMENT RELATED 3.) MARK FINNESTAD - RENTAL PROPERTY - OWNER LANDLORD - RENTAL PROPERTY MANAGEMENT - SINCE 01/2012 - LINO LAKES, MN. 4.) PINNACLE PLANNING GROUP, INC - PRESIDENT/CO-OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - MINNEAPOLIS, MN - SINCE 04/1985 - INVESTMENT RELATED 5.) FINNESTAD RESIDENTIAL RENTALS - JOINT OWNER - REAL ESTATE SALES/RENTAL PROPERTIES/PROPERTY MANAGEMENT - ANDOVER, MN - SINCE 01/2012 - INVESTMENT RELATED 6.) MARK ALAN FINNESTAD - OWNER - NON-VARIABLE INSURANCE - BLAINE, MN - SINCE 01/1985 - INVESTMENT RELATED

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-26
S63 Uniform Securities Agent State Law Examination 1987-09-17
  • S66 Uniform Combined State Law Examination
    2013-09-26
  • S63 Uniform Securities Agent State Law Examination
    1987-09-17

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