Financial ADVSR advisor directory · SEC adviser records
UBS Financial Services Inc. financial advisors in Omaha, NE
Every SEC-registered investment adviser representative at a UBS Financial Services Inc. office in Omaha, A to Z.
The short answer
31 registered advisors work at UBS Financial Services Inc. in Omaha, out of 8,475 at the firm nationwide; it ranks number 14 in the city by advisors. 2 list the CFP designation and 31 are also registered broker representatives.
UBS Financial Services Inc. advisors in Omaha, A to Z
Every UBS Financial Services Inc. advisor →- Michael BeaulieuCertified Financial Planner · Also a broker rep
- Mark D. BrittanAlso a broker rep
- Eric J. ButlerAlso a broker rep
- Carter DammAlso a broker rep
- Nancy M. DomengeAlso a broker rep
- Carmon J. EricksonAlso a broker rep
- John D. FoxAlso a broker rep
- Michelle L. GochanourAlso a broker rep
- Timothy D. HammesAlso a broker rep
- Ryan M. HaneyAlso a broker rep
- Jamin S. HansonAlso a broker rep
- Ryan S. S. HansonAlso a broker rep
- Christine M. HarkendorffAlso a broker rep
- Jessica HitzfeldAlso a broker rep
- Stephanie C. HolmgrenAlso a broker rep
- William G. Huseth Jr.Also a broker rep
- Charlie JacobsenAlso a broker rep
- Jonathan S. KendallAlso a broker rep
- Mark W. KersenbrockAlso a broker rep
- James F. LargenAlso a broker rep
- Dan R. LindstromAlso a broker rep
- Katelin M. LunaAlso a broker rep
- Joshua J. MoorheadAlso a broker rep
- Michele A. OttoAlso a broker rep
- Michael A. SchoettmerAlso a broker rep
- James J. SueyAlso a broker rep
- Samuel P. SullivanCertified Financial Planner · Also a broker rep
- Kelley M. TatreauAlso a broker rep
- Michael S. TatreauAlso a broker rep
- Nathan N. ThomasAlso a broker rep
- Jake WilsonAlso a broker rep
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UBS Financial Services Inc. advisors in other cities
New York, NY 935Weehawken, NJ 599San Francisco, CA 189Cincinnati, OH 188Houston, TX 186Chicago, IL 173Boston, MA 159Charlotte, NC 147Miami, FL 140Atlanta, GA 137Dallas, TX 137Los Angeles, CA 133Denver, CO 123San Diego, CA 118Coral Gables, FL 115
Other firms in Omaha
All Omaha advisors →Cwm, LLC 270Charles Schwab & Co., Inc. 201Orion Portfolio Solutions, LLC 163Cetera Investment Advisers LLC 95Mutual Of Omaha Investor Services, Inc. 56Osaic Wealth, Inc. 54Morgan Stanley 51Ameriprise Financial Services, LLC 46LPL Financial LLC 45Sequent Planning, LLC 43Wells Fargo Clearing Services, LLC 39Avior Wealth Management, LLC 33
Questions
How many financial advisors does UBS Financial Services Inc. have in Omaha?
31 investment adviser representatives are registered at UBS Financial Services Inc. offices in Omaha, Nebraska, according to the SEC's Investment Adviser Public Disclosure records, out of 8,475 nationwide. 2 list the CFP designation and 31 are also registered as broker representatives.
Is UBS Financial Services Inc. one of the largest advisor employers in Omaha?
UBS Financial Services Inc. ranks number 14 in Omaha by registered advisors; Cwm, LLC has the most, with 270.
How do I check a UBS Financial Services Inc. advisor in Omaha?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the UBS Financial Services Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.