Minneapolis, MN Baltimore Street NE Office
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UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Enterprise
Firm-wide stats for UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
About
United Planners Financial Services is a national wealth‑management enterprise with roughly $12.77 billion in assets under management, about 359 advisors, and more than 30,000 client relationships. The firm offers advisory and brokerage services to a broad client mix including individual (non‑HNW and HNW) investors, retirement plans, corporations, trusts and estates, and other institutional clients.
Advisory services are delivered through independent Investment Adviser Representatives who commonly also act as registered representatives, and the firm uses a mix of custodians, third‑party money managers and platform programs (Pershing, TPCs, TPMMs) to implement strategies and cash‑management solutions. A notable operational feature is that most of United Planners’ AUM is reported as non‑discretionary (about $12.16 billion non‑discretionary versus roughly $607 million discretionary), meaning many accounts are managed on a non‑discretionary or client‑directed basis rather than via broad discretionary mandates.
Distinctive aspects of the firm include its limited‑partnership ownership in which many financial professionals are limited partners and formalized advisor transition support (forgivable or non‑forgivable loans and non‑loan assistance) for new advisors. The firm’s dual IA/BD registration enables commission activity and promoter/referral arrangements, it discloses relationships with banking/thrift clients and other investment advisers, and its brochure describes various custodian and sponsorship arrangements (including vendor payment/revenue‑sharing programs) as well as several historical regulatory settlements.
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Expertise
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Occupation focus
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Demographic focus
Based on UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Location
9121 Baltimore Street NE
Minneapolis MN 55449
Advisors at this office
2
Advisors at this office
Bryan M
Series 63, Series 65
Minneapolis, MN
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Bryan Marker is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. He has extensive involvement in insurance and financial services through his roles at Professional Pension Services, Inc., Pinnacle Planning Group, Inc., and his independent insurance practice. Outside of investment-related work, he serves as board treasurer for Southside Services I, Inc., a nonprofit supporting adults with disabilities, and manages Life Renewal Counseling LLC, a mental health therapy business. United Planners Financial Services serves a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers financial planning, portfolio management, retirement plan services, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.
Mark F
Series 63, Series 66
Minneapolis, MN
UNITED PLANNERS' FINANCIAL SERVICES of AMERICA a Limited Partner
Mark Finnestad is a financial advisor with United Planners' Financial Services of America, holding Series 63 and Series 66 licenses and bringing 39 years of industry experience. He has been with United Planners since 1997 and has also managed his own insurance and investment-related businesses since the mid-1980s. Outside of advisory work, he has involvement in residential rental property management. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through independent Investment Adviser Representatives, offering advisory and brokerage services with a focus on non-discretionary account management.
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