Rochester, MN Office

Perry Diede is a CFP® with 35 years of industry experience, currently associated with United Planners' Financial Services of America as a Limited Partner. His career includes roles at IFC National Marketing and Proequities, Inc., alongside operating his own advisory business under Catalyst Financial Strategies, LLC. United Planners serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, and brokerage solutions through an open-architecture platform utilizing multiple custodians and third-party money managers.

Benjamin Trenary is a financial advisor with United Planners' Financial Services of America in Rochester, MN. He holds a Series 66 designation and has experience in various roles including positions at Full Circle Financial, Oak Summit Golf Course, Marcus Theatres, and the City of Duluth. United Planners Financial Services is a national wealth-management enterprise serving individual investors, retirement plans, corporations, trusts, estates, and institutional clients. The firm operates through independent Investment Adviser Representatives and offers a mix of advisory and brokerage services using multiple custodians and third-party managers.

Szablis Klee is a financial advisor with UNITED PLANNERS' FINANCIAL SERVICES of AMERICA and holds the Series 66 designation. He has 25 years of industry experience and has worked with firms including ProEquities, Inc and ID/Legal Shield. Outside of his advisory role, he is a partner and instructor at Southeast Scuba Escape, a retail scuba diving center in Rochester, MN. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base through a network of independent advisors. The firm manages approximately $12.77 billion in assets, primarily on a non-discretionary basis, and offers both advisory and brokerage services with a range of custodians and third-party money managers.

Tami Fields is a financial advisor with United Planners' Financial Services of America and holds a Series 66 designation. She has 17 years of industry experience and has worked at firms including Catalyst Financial Strategies, Diede Financial Planning, Full Circle Financial, and Proequities Inc. In addition to her advisory role, she is a notary public in Kasson, MN. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and money managers, offering both fee-based and commission-based options through its network of independent advisors.

Michael Steward is a financial advisor with United Planners' Financial Services of America, holding a Series 66 designation and one year of industry experience. He has held leadership roles outside of finance, including serving as president of Capalton Corporation, a consulting firm, and general manager of DCL Technologies Inc., an LCD display manufacturer. United Planners Financial Services is a national wealth-management enterprise serving a diverse client base that includes individual investors, retirement plans, and institutional clients. The firm operates through independent Investment Adviser Representatives and delivers advisory and brokerage services using multiple custodians and third-party money managers, with a majority of assets managed on a non-discretionary basis.

Dana Grimsrud is a financial advisor with United Planners Financial Services of America and holds Series 63 and Series 65 designations. He has 25 years of industry experience, including prior roles at ProEquities, Inc. and operating under the name Full Circle Financial Corporation. Grimsrud is also a licensed agent for fixed insurance in Rochester, MN. United Planners Financial Services serves a diverse client base, including individuals, corporations, charitable organizations, and institutional clients. The firm operates as both a registered investment adviser and broker-dealer, offering an open-architecture platform with various custodians and money managers, and emphasizes a largely non-discretionary asset management approach.