Shawn David Macdonald
Investment Adviser Representative at United Planners' Financial Services OF America A Limited Partner
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Shawn David Macdonald is an investment adviser representative with United Planners' Financial Services of America A Limited Partner in Hartland, WI, where they have been registered since 2011. They have worked in the securities industry since 1997 and were previously registered with Capital Financial Services, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Wisconsin.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Wisconsin
- Broker:
11 states and territories
California, Florida, Illinois, Kentucky, Massachusetts, Michigan, Minnesota, South Carolina, Texas, Virginia, Wisconsin
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- United Planners' Financial ServicesOct 2011 – no end date reportedScottsdale, AZ
- SKYE Financial Services, Inc.Oct 2011 – no end date reportedHartland, WI
- OVER THE Rainbow Properties, LLCJul 2013 – Feb 2021Waukesha, WI
- Shawn D. Macdonald, LLCDec 1999 – no end date reportedHartland, WI
- Skye Financial Service, Inc.May 2006 – no end date reportedHartland, WI
- Kummrow RentalSep 2020 – Jun 2025Wales, WI
- SKYE Financial Services, Inc.May 2006 – no end date reportedHartland, WI
- 4635 Lake Club circleJul 2022 – May 2025Oconomowoc, WI
- Shawn D. MacDonaldMay 1987 – no end date reportedHartland, WI
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About United Planners' Financial Services OF America A Limited Partner
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Commissions
- Hourly
- Fixed fee
- Firm account minimum
- $10,000 (waivable)
- Program Fee Tier 10.19%
- Program Fee Tier 20.05%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 362
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Scottsdale, AZ
- SEC file number:
- 801-57198
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of June 18, 2026
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Shawn David Macdonald has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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