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David S
Series 63
Minneapolis, MN
UBS Financial Services
David Sieburg is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 63 designation and 13 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors, LLC before joining UBS in 2026. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor solutions to client goals.
Zachary J
Series 66
Minneapolis, MN
UBS Financial Services
Zachary Johnston is a financial advisor at UBS Financial Services with 10 years of industry experience. He holds a Series 66 designation and has worked at UBS since 2017, following roles at Securian Financial Services, Inc. and Minnesota Life Insurance Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor solutions for clients.
Cynthia P
Series 63
Minneapolis, MN
UBS Financial Services
Cynthia Pikala is a financial advisor at UBS Financial Services with 28 years of industry experience. She holds a Series 63 designation and has been with UBS since 2013. Based in Minneapolis, MN, her career includes over a decade advising clients through a major financial institution. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering a broad range of capital markets services and proprietary research to support tailored investment solutions.
Elle M
Series 66
Minneapolis, MN
UBS Financial Services
Elle Miller is a financial advisor at UBS Financial Services with five years of industry experience. She previously worked at Lucid Holdings, LLC for four years before joining UBS in 2020. Miller serves on the board of the Wayzata Rotary Club, a humanitarian service organization, where she holds the position of Treasurer. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor strategies to clients’ goals and risk tolerances.
Garrett Q
Series 66
Minneapolis, MN
UBS Financial Services
Garrett Quady is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation. He has recently transitioned to the financial industry, joining UBS in 2025 after diverse work experience including roles at Black Bird Limo and Three Rivers Park District. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans to client goals and risk tolerances.
Daniel G
Series 63, Series 65
Minneapolis, MN
UBS Financial Services
Daniel Griep is a financial advisor at UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 65 designations with 33 years of industry experience. He has been with UBS since 1993. Mr. Griep serves on the investment committee for DeLaSalle High School’s endowment funds, contributing to the drafting of the Investment Policy Statement. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor strategies aligned with client goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.
Aaron R
Series 66
Minneapolis, MN
UBS Financial Services
Aaron Raskin is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with six years of industry experience. Prior to joining UBS in 2020, he worked at Grant Thornton LLP from 2018 to 2020 and completed full-time education from 2010 to 2018. He serves on the board of Jewfolk, Inc., a nonprofit focused on promoting Jewish activities and organizations in Minneapolis, where he assists with budgeting and financial oversight. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm utilizes proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.
Allison O
Series 66
Minneapolis, MN
UBS Financial Services
Allison Obrien is a financial advisor at UBS Financial Services in Minneapolis, MN, with 10 years of industry experience. She holds a Series 66 designation and has been with UBS since 2015. Outside of her advisory role, she coaches youth hockey with the Stillwater Area Hockey Association. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor financial plans and provides both discretionary and non-discretionary portfolio management.
Jack H
Series 66
Minneapolis, MN
UBS Financial Services
Jack Healy is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with nine years of industry experience. He has worked at UBS since 2017 and was previously employed at BNC National Bank. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines wealth management services with institutional trading capabilities and provides a broad range of capital markets services.
Keith M
Series 63
Minneapolis, MN
UBS Financial Services
Keith Mueller is a financial advisor at UBS Financial Services with 34 years of industry experience. He has been with UBS since 2006 and holds a Series 63 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to client goals.
Kelly M
Series 63
Minneapolis, MN
UBS Financial Services
Kelly Magnuson is a financial advisor at UBS Financial Services with 20 years of industry experience. She has been with UBS since 2006 and holds a Series 63 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.
Michael O
Series 66
Minneapolis, MN
UBS Financial Services
Michael O’deens is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation. He began his advisory career at UBS in 2024 and has prior work experience at Advanced Micro Devices, Inc., among other positions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor client portfolios.
Mary K
Series 63, Series 65
Minneapolis, MN
UBS Financial Services
Mary Ketchum is a financial advisor at UBS Financial Services in Minneapolis, Minnesota. She holds Series 63 and Series 65 licenses and has 29 years of industry experience, including 20 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.
Cole J
Series 66
Minneapolis, MN
UBS Financial Services
Cole Jaksa is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with four years of industry experience. Prior to joining UBS in 2023, he worked at Ameriprise for one year. His background includes various roles outside finance, such as employment at a bar and grill and in retail positions. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor client plans. The firm combines wealth management with institutional trading capabilities and offers services including fee-based planning, portfolio management, and capital markets solutions.
Andrew L
Series 66
Minneapolis, MN
UBS Financial Services
Andrew Lange is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation with 13 years of industry experience. He has been with UBS Financial Services since 2015. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary capital market assumptions and model-based asset allocations to tailor plans according to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and provides a broad range of financial products and capital markets services.
Michael O
Series 66
Minneapolis, MN
UBS Financial Services
Michael Oakley is a Series 66-licensed financial advisor at UBS Financial Services in Minneapolis, with four years of industry experience. His career includes roles at Bank of America and six years of service in the United States Air Force. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services and utilizing proprietary research and model-based asset allocations to tailor client plans.
Joseph D. L
Series 66
Minneapolis, MN
UBS Financial Services
Joseph D. Loftus is a financial advisor with UBS Financial Services, holding a Series 66 designation and over 21 years of industry experience. He has been with UBS since 2004. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor client plans.
Isaac H
Series 63, Series 66
Minneapolis, MN
UBS Financial Services
Isaac Hanson is a financial advisor at UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 66 licenses with three years of industry experience. Prior to joining UBS, he worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. He has held various positions outside finance, including roles at DoorDash, Jimmy Johns, and Dragonfly Gardens. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining institutional trading capabilities with wealth management. The firm uses proprietary research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.
Robert M
Series 66
Minneapolis, MN
UBS Financial Services
Robert Metcalf III is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. He previously worked at Winslow Capital, Heartland Advisors, Schwarz Dygos Wheeler Investment Advisors LLC, and Marquette University. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management through proprietary research and model-based asset allocations.
Sandra S
Series 63
Minneapolis, MN
UBS Financial Services
Sandra Sanders is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 63 license and over 42 years of industry experience. She has worked with Piper Jaffray Inc. since 1981 and joined UBS Financial Services in 2006. Outside of her advisory work, she crochets purses for school and church boutiques and serves on the Youth and Children's Ministry Board at Holy Emmanuel Lutheran Church. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans according to clients’ goals and risk tolerances.
Christianna L
Series 63, Series 66
Minneapolis, MN
UBS Financial Services
Christianna La Course is a financial advisor at UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 66 licenses with eight years of industry experience. She has been with UBS since 2019. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, offering proprietary research and a broad range of capital markets and banking solutions.
Jessica W
Series 63, Series 65
Minneapolis, MN
UBS Financial Services
Jessica Wright is a financial advisor with UBS Financial Services, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. Her career includes long tenures at Merrill Lynch, Pierce, Fenner & Smith Inc., as well as roles at Bank of America, RBC Capital Markets, and City National Bank before joining UBS in 2021. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market assumptions and research to tailor plans according to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management, offering a broad range of financial products and services.
Brent A
Series 63, Series 65
Minneapolis, MN
UBS Financial Services
Brent Anderson is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 2006 and holds Series 63 and Series 65 licenses. Anderson serves on the advisory committee for the Bethlehem Lutheran Church Foundation, providing investment guidance to support the distribution of grants. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.
Cassandra G
Series 66
Minneapolis, MN
UBS Financial Services
Cassandra Getschow is a financial advisor with UBS Financial Services in Minneapolis, MN. She holds a Series 66 designation and has five years of industry experience, including six years at UBS and six years at RBC Capital Markets. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor financial plans and portfolio management to clients’ goals and risk tolerances.
Hannah Y
Series 66
Minneapolis, MN
UBS Financial Services
Hannah Young is a Series 66-licensed financial advisor with 12 years of industry experience. She has worked at UBS Financial Services since 2017 and previously spent three years with RBC Wealth Management. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm’s offerings include fee-based planning, portfolio management, and a range of capital markets services supported by institutional trading capabilities.
Brian Z
Series 66
Minneapolis, MN
UBS Financial Services
Brian Zjawiony is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is based in Minneapolis, MN. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management offerings and provides proprietary research to tailor client investment strategies.
Matthew C
Series 63, Series 65
Minneapolis, MN
UBS Financial Services
Matthew Cronin is a financial advisor with UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 1992. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocation with a range of financial planning and portfolio management solutions.
John M
Series 63, Series 65
Minneapolis, MN
UBS Financial Services
John Miller is a financial advisor with UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 65 credentials. He has 39 years of industry experience, including 27 years with UBS. Outside of his advisory role, he assists with governance and policy for Cast and Hook Fishing, Inc., a nonprofit supporting first responders and veterans coping with PTSD through outdoor therapy. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client solutions.
Jonathan M
Series 63
Minneapolis, MN
UBS Financial Services
Jonathan Monson is a Series 63-registered financial advisor with UBS Financial Services in Minneapolis, MN, where he has worked since 2013. He has 13 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management and provides a broad range of capital markets services.
Robert S
Series 63, Series 65
Minneapolis, MN
UBS Financial Services
Robert Swiller is a financial advisor at UBS Financial Services in Minneapolis, MN, with 42 years of industry experience. He has been with UBS since 2007 and holds Series 63 and Series 65 credentials. Outside of his advisory role, he serves on the board of directors for a condominium association in Aspen and participates in a committee at Temple Israel focused on foundation needs. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor plans to clients’ goals and risk tolerances.
George L
Series 66
Minneapolis, MN
UBS Financial Services
George Lindberg is a financial advisor at UBS Financial Services with a Series 66 designation and less than one year of industry experience. Prior to joining UBS in 2025, he worked at Jackson National Life Insurance for one year and has background experience in retail and service roles. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans according to clients' goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of financial products and capital markets services.
Eric E
Series 66
Minneapolis, MN
UBS Financial Services
Eric Edlund is a financial advisor at UBS Financial Services in Minneapolis, MN, with 20 years of industry experience. He holds a Series 66 designation and has been with UBS since 2007. Outside of his advisory role, Edlund serves as treasurer for the Panther Foundation, where he is involved in fundraising for school activities and oversees financial statements and investment holdings. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.
Jay G
Series 63, Series 65
Minneapolis, MN
UBS Financial Services
Jay Griep is a financial advisor with UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor client plans.
Justin H
Series 66
Minneapolis, MN
UBS Financial Services
Justin Hemings is a financial advisor with UBS Financial Services in Minneapolis, MN. He holds a Series 66 designation and has experience working at Deloitte & Touche from 2021 to 2025 prior to joining UBS in 2025. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.
Natalie B
Series 66
Minneapolis, MN
UBS Financial Services
Natalie Breon is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 66 designation and five years of industry experience. She has been with UBS since 2020 and previously worked at Mindtree from 2016 to 2020. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research and capital markets support through its extensive platform.
John G
Series 66
Minneapolis, MN
UBS Financial Services
John Griep is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 66 license and six years of industry experience. He has worked at UBS since 2020 and previously held positions at Ameriprise Financial Services and American Enterprise Investment Services. John also has an academic background from the University of Wisconsin-Stout. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management, offering fee-based financial planning, portfolio management, and proprietary research to tailor investment strategies to clients’ goals and risk tolerances.
Brittany M
Series 63, Series 65
Minneapolis, MN
UBS Financial Services
Brittany Miller is a financial advisor at UBS Financial Services in Minneapolis, MN, holding Series 63 and Series 65 licenses with 15 years of industry experience. She has been with UBS Financial Services since 2010. UBS Financial Services serves individual, corporate, and institutional clients through a blend of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm integrates institutional trading capabilities with wealth management, combining proprietary research and a wide range of capital markets services.
Nancy H
Series 63
Minneapolis, MN
UBS Financial Services
Nancy Hopp is a financial advisor with UBS Financial Services in Minneapolis, MN, holding a Series 63 designation and 21 years of industry experience, all at UBS since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor investment strategies.
Ellen M
Series 66
Minneapolis, MN
UBS Financial Services
Ellen Mickelson is a financial advisor at UBS Financial Services in Minneapolis, MN, holding a Series 66 designation. She has been with UBS since 2025 and has prior experience at McFee Financial Group and the Network for Victim Recovery of DC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor strategies to client goals and risk tolerances. The firm also provides institutional trading capabilities alongside wealth management services.
Kara G
Series 63, Series 66
Minneapolis, MN
UBS Financial Services
Kara Goetz is a financial advisor at UBS Financial Services with 34 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she is involved in caregiving and serves as trustee and power of attorney for family trusts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.
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