Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Susan? Claim Your ProfileSusan Stenzel is an investment advisor representative at United Planners' Financial Services of America A Limited Partner, working with clients in Rochester, MN and surrounding areas. Susan Stenzel is a licensed investment advisor representative in Arizona, Iowa, Minnesota, Washington, and Wisconsin. Susan has been in the financial services industry since 1994. Susan is a registered representative with FINRA and has a Series 6 and Series 63 license. Susan also has a Series SIE license. Susan previously worked at Woodbury Financial Services, Inc., and ProEquities, Inc. Susan is experienced in financial planning, pension consulting, and portfolio management for individuals. Susan is committed to providing her clients with personalized financial advice to help them achieve their financial goals.
7333 EAST DOUBLETREE RANCH RD, SUITE 120
SCOTTSDALE, AZ 85258
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
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2
AZ
01/16/2020 - Present
United Planners' Financial Services OF America A Limited Partner (SCOTTSDALE AZ)
MN
02/24/2016 - 02/10/2020
PROEQUITIES, INC. (ROCHESTER MN)
MN
06/21/1994 - 02/26/2016
WOODBURY FINANCIAL SERVICES, INC. (ROCHESTER MN)
BC
Issued 06/28/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 06/16/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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