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Tamara R. Macdonald

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
Hartland, WI 53029
Some features on this profile are disabled
CRD#: 1981337
TM

Professional summary

Tamara Renee Macdonald, CFP®, who also goes by Tamara Cornell, Tamara R Cornelltunney, Tamara Cornelltunney, Tamara R Rono, Tamara Renee Rono, Tammy Rono, Tamara Tunney, is a registered financial advisor currently at UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER located in Hartland, Wisconsin.

Tamara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Tamara has worked at 4 firms and has passed the Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tamara Cornell | Tamara R Cornelltunney | Tamara Cornelltunney | Tamara R Rono | Tamara Renee Rono | Tammy Rono | Tamara Tunney

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) SKYE FINANCIAL SERVICES, INC - OWNER - NON-VARIABLE INSURANCE - HARTLAND, WI - SINCE 05/2006 - INVESTMENT RELATED 2.) TAMARA R. RONO CFP, LLC - OWNER - THIS NAME/ENTITY IS NOT HELD OUT TO PUBLIC, THIS IS A HOLDING COMPANY FOR BUSINESS AND TAX PURPOSES - SINCE 10/1999 - HARTLAND, WI. 3.) SKYE FINANCIAL SERVICES INC - OWNER - DBA NAME FOR MARKETING PURPOSES ONLY - HARTLAND, WI - SINCE 05/2006 - INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tamara Renee Macdonald's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD

Click below to view Tamara Renee Macdonald's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1995

Experience

Current

December 1, 2011 - Present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Office #1: 720 Industrial Court Ste 8, Hartland, WI 53029
RIA
BD
CRD#: 20804
Hartland, WI
Current

December 1, 2011 - Present

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

Office #1: 720 Industrial Court Ste 8, Hartland, WI 53029
RIA
BD
CRD#: 20804
Hartland, WI
Past

August 30, 2005 - December 1, 2011

CAPITAL FINANCIAL SERVICES, INC.

RIA
CRD#: 8408
DELAFIELD, WI
Past

June 14, 1995 - December 1, 2011

CAPITAL FINANCIAL SERVICES, INC.

BD
CRD#: 8408
DELAFIELD, WI
Past

January 15, 1993 - June 19, 1995

FIRSTAR INVESTMENT SERVICES,INC.

BD
CRD#: 14536
MORRIS PLAINS, NJ
Past

September 20, 1991 - December 31, 1992

FREDERICK & COMPANY, INC.

BD
CRD#: 333
BROOKFIELD, WI
Past

September 19, 1989 - September 13, 1991

CAPITAL FINANCIAL SERVICES, INC.

BD
CRD#: 8408
MINOT, ND

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UP
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
APEX RETIREMENT CONSULTING LLC | YEECORP FINANCIAL | WIRE TO WIRE WEALTH | WENDEL FINANCIAL GROUP | WEALTH AVENUE | VOYAGE PARTNERS FINANCIAL STRATEGIES, LLC | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA | UNITED PLANNERS FINANCIAL SERVICES | UNITED PLANNERS | TRIBUTE FINANCIAL INC. | STEWARDSHIP AMERICA FINANCIAL | SKYE FINANCIAL SERVICES, INC | SKS RETIREMENT SOLUTIONS | RIVERCREST FINANCIAL | RINGENBERG FINANCIAL GROUP | RETIREMENT & MONEY STRATEGIES | PALMER NUNN WEALTH MANAGEMENT | MUNKEBY KRAMER | MARION WEALTH MANAGEMENT GROUP | MABE FINANCIAL GROUP | LONG VIEW FINANCIAL SERVICES, INC. | LEE STOERZINGER, INC. | KILMER & COMPANY | INVESTMENT CENTER | HF CAPITAL GROUP LLC | HEMINGWAY WEALTH MANAGEMENT, LLC | GUIDANT PLANNING, INC | GOTTA RETIREMENT SERVICES, INC. | GER LOFTIN WEALTH ADVISORS, LLC | FULL CIRCLE FINANCIAL | FOOTHILL FINANCIAL GROUP | FIRESKY FINANCIAL INC. | FINANCIAL PLANNING ADVISORS, INC. | CATALYST FINANCIAL STRATEGIES LLC | CAPITAL LEGACY PARTNERS, LLC | BROOKHAVEN WEALTH MANAGEMENT INC. | BERAN FINANCIAL PARTNERS

CRD#: 20804 / SEC#: 801-57198, 8-38485

RIA
Registered Investment Advisory firm - SEC (1/28/2000 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(12/1/2011)
RR
Florida
(12/2/2011)
RR
Illinois
(1/2/2013)
RR
Kentucky
(4/17/2014)
RR
Massachusetts
(9/19/2019)
RR
Michigan
(5/3/2023)
RR
Minnesota
(12/1/2011)
RR
North Carolina
(6/28/2024)
RR
Texas
(3/9/2018)
IAR
Texas
(8/26/2025)
RR
Wisconsin
(12/1/2011)
IAR
Wisconsin
(12/1/2011)

Exams

State Security Law Exam
RR
Series 63
Date: 9/21/1989
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 4/13/1992
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/15/1989
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 3/26/2012
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

UP
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
APEX RETIREMENT CONSULTING LLC | YEECORP FINANCIAL | WIRE TO WIRE WEALTH | WENDEL FINANCIAL GROUP | WEALTH AVENUE | VOYAGE PARTNERS FINANCIAL STRATEGIES, LLC | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER | UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA | UNITED PLANNERS FINANCIAL SERVICES | UNITED PLANNERS | TRIBUTE FINANCIAL INC. | STEWARDSHIP AMERICA FINANCIAL | SKYE FINANCIAL SERVICES, INC | SKS RETIREMENT SOLUTIONS | RIVERCREST FINANCIAL | RINGENBERG FINANCIAL GROUP | RETIREMENT & MONEY STRATEGIES | PALMER NUNN WEALTH MANAGEMENT | MUNKEBY KRAMER | MARION WEALTH MANAGEMENT GROUP | MABE FINANCIAL GROUP | LONG VIEW FINANCIAL SERVICES, INC. | LEE STOERZINGER, INC. | KILMER & COMPANY | INVESTMENT CENTER | HF CAPITAL GROUP LLC | HEMINGWAY WEALTH MANAGEMENT, LLC | GUIDANT PLANNING, INC | GOTTA RETIREMENT SERVICES, INC. | GER LOFTIN WEALTH ADVISORS, LLC | FULL CIRCLE FINANCIAL | FOOTHILL FINANCIAL GROUP | FIRESKY FINANCIAL INC. | FINANCIAL PLANNING ADVISORS, INC. | CATALYST FINANCIAL STRATEGIES LLC | CAPITAL LEGACY PARTNERS, LLC | BROOKHAVEN WEALTH MANAGEMENT INC. | BERAN FINANCIAL PARTNERS

CRD#: 20804 / SEC#: 801-57198, 8-38485

RIA
Registered Investment Advisory firm - SEC (1/28/2000 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information

Main Address
7333 E. Doubletree Ranch Road #120, Scottsdale, AZ 85258
Mailing Address
P.o. Box 5750, Scottsdale, AZ 85261-5750
Phone number
(480) 991-0225
Established
Arizona since 08/21/1987
Firm type
Partnership
Fiscal year end
December
Firm Size
Large
# of Employees
614

SEC notice filing (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (52 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

UNITED PLANNERS FINANCIAL SERVICES FORM ADV PART 2A - 8.23.2024 (3/24/2025)

Direct owners and executive officers

NamePositionCRD#
UNITED PLANNERS' GROUP, INC.GENERAL PARTNER
BAKER, MICHAEL APRESIDENT4037933
BAKER, MICHAEL ACHIEF EXECUTIVE OFFICE (CEO)4037933
CUFFARI-AGASI, SHEILA JUNEEXECUTIVE VICE PRESIDENT2401020
HAUER, DAVE BVICE PRESIDENT COMPLIANCE, CHIEF COMPLIANCE OFFICER4018434
OLIVERIO, KENNETH WILLIAM JREXECUTIVE VICE PRESIDENT, CHIEF MARKETING OFFICER2957427
SHINDEL, CHAD TRAVISVICE PRESIDENT, CHIEF FINANCIAL OFFICER (CFO)6232253

Regulatory assets under management

Total Number of Accounts41,834
AUM (Assets Under Management)$ 10,637,349,683

Disclosures

Regulatory Event12
Arbitration3

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

CRD#: 20804Hartland, WI 53029

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