Mark Finnestad
CRD Number: 1741185Current Firm: United Planners' Financial Services Of America A Limited Partner
Mark Finnestad (CRD# 1741185) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Minneapolis, MN and has over 36 years of experience in the finance industry.
CRD# 4785817
Mercer Global Advisors Inc.
CRD# 6990105
Transamerica Retirement Advisors, LLC
CRD# 5870908
Thrivent Investment Management Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Middlings Acres | Minooka, IL | Jan 2023 - Current | 1 |
| Finnestad Residential Rentals | Andover, MN | Jan 2012 - Current | 12 |
| United Planners' Financial Services | Scottsdale, AZ | Oct 1997 - Current | 26 |
| Ffps Ltd | Minneapolis, MN | Jul 1994 - Current | 29 |
| Pinnacle Planning Group, Inc. | Minneapolis, MN | May 1985 - Current | 39 |
| Mark Alan Finnestad | Blaine, MN | Jan 1985 - Current | 39 |
| Frog Hollow, Partnership | Minooka, IL | Jan 2012 - Dec 2022 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Sep 1987 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- MN
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Total Assets Under Management9,326MILLIONS
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Total Number of Accounts43,221ACCOUNTS
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Average Account Value$215,783
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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