Mark
Finnestad
United Planners' Financial Services Of America A Limited Partner
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About this Advisor
Mark Finnestad is a financial advisor based in Minneapolis, Minnesota with 10 years of industry experience. Finnestad is an employee of United Planners' Financial Services Of America A Limited Partner. Finnestad has gained experience at Pinnacle Planning Group, Inc, Ffps LTD, United Planners' Financial Services, Mark Alan Finnestad, Finnestad Residential Rentals, Frog Hollow, Partnership and Middlings Acres. Finnestad holds Series 63 and Series 66 licenses, qualifying them as a securities broker, and can work in Minnesota. United Planners' Financial Services Of America A Limited Partner is a registered investment firm that has its headquarters in Scottsdale, AZ. The company has offices in 209 locations and a total of 567 financial advisors. It manages $6 billion in total assets among its 50,361 client accounts, placing it among the biggest investment advisory firms in the United States by assets under management. The firm serves 83 charitable organizations. Of its 50,361 customer accounts, just 10% belong to high-net-worth investors who have at least $1 million in assets. The business provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules largely vary depending on which services the firm provides the client. However, fees charged by United Planners' Financial Services Of America A Limited Partner can be comprised of asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Planners' Financial Services Of America A Limited Partner Brokerage Details
$6,085,656,351
567
50,361
$120,841
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Mark Finnestad Work History
Mark has been registered as a financial advisor for 10 years.*
Middlings Acres
Finnestad Residential Rentals
United Planners' Financial Services
Ffps LTD
Pinnacle Planning Group, Inc
Mark Alan Finnestad
Frog Hollow, Partnership
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Finnestad to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Planners' Financial Services Of America A Limited Partner
Sumner, IA
Scottsdale, AZ
Minnetonka, MN
Salisbury, NC
Scottsdale, AZ
Ferndale, WA
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
