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Martin D

Series 66

Sioux Falls, SD

UBS Financial Services

Martin Deslauriers is a financial advisor with UBS Financial Services in Sioux Falls, SD, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2012. Outside of his advisory role, Deslauriers serves on the board of the Children’s Home Foundation of South Dakota, where he contributes to fundraising and campaign efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary capital market models and research to tailor financial plans and portfolio management to clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Gregory Charles R

Series 63, Series 65

Sioux Falls, SD

UBS Financial Services

Gregory Charles Richardson is a financial advisor with UBS Financial Services in Sioux Falls, SD, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with UBS Financial Services since 2015. 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 and tailors plans using proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Steven N

Series 63, Series 65

Sioux Falls, SD

UBS Financial Services

Steven Neff is a financial advisor with UBS Financial Services in Sioux Falls, SD, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with UBS since 1994. Outside of his advisory role, he co-owns farm land in Grand Forks, North Dakota, which is enrolled in the conservation reserve program. 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 and supports advisors with proprietary research and model-based asset allocations.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Brittany V

Series 66

Sioux Falls, SD

UBS Financial Services

Brittany Vasakis is a Series 66–registered advisor with UBS Financial Services in Sioux Falls, SD, with seven years of industry experience. She has held roles at several firms including Revival Animal Health, Securian Financial Services Inc., Minnesota Life, and Renaissance Financial prior to joining UBS in 2019. Outside of her advisory work, she serves as a Military Police Officer in the Iowa Army National Guard, a position she has held since 2012. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations. The firm combines institutional trading capabilities with wealth management services, providing diversified investment solutions and fiduciary financial planning.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Shelly R

Series 63, Series 65

Sioux Falls, SD

UBS Financial Services

Shelly Ritchie is a financial advisor at UBS Financial Services with 34 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Merrill Lynch Pierce Fenner & Smith for 23 years. 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 provides tailored financial planning and portfolio management supported by proprietary research and capital market assumptions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael W

Series 63, Series 65

Sioux Falls, SD

UBS Financial Services

Michael Wetrich is a financial advisor at UBS Financial Services with 29 years of industry experience. He has been with UBS since 2006 and holds the Series 63 and Series 65 designations. Based in Sioux Falls, SD, he provides advisory services as part of a large institutional firm. 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 and utilizes proprietary research and model-based asset allocations to tailor advice to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Aaron E

Series 66

Sioux Falls, SD

UBS Financial Services

Aaron Ellingsen is a financial advisor at UBS Financial Services with 20 years of industry experience. He holds the Series 66 designation and has been with UBS since 2012. Outside of his advisory work, he plays guitar in a local neighborhood band that performs at area establishments. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including portfolio management and financial planning. The firm integrates institutional trading capabilities with wealth management services, supported by proprietary research and a broad platform of capital markets and lending solutions.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Aaron H

Series 66

Sioux Falls, SD

UBS Financial Services

Aaron Hanson is a financial advisor at UBS Financial Services with five years of industry experience. He holds a Series 66 credential and has worked at UBS since 2021. Prior to his current role, he has held positions at DoorDash, Select Painting, Dahlheimer's Beverage Distribution, Monticello Public School District, and Augustana University. Outside of advising, he has worked as a delivery driver for DoorDash. 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, leveraging proprietary research and model-based asset allocations to tailor client plans.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Nathan H

Series 66

Sioux Falls, SD

UBS Financial Services

Nathan Hewes is a Series 66-licensed financial advisor with UBS Financial Services in Sioux Falls, SD, where he has worked since 2014. He has 12 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, employing proprietary market assumptions, model-based allocations, and research from its Chief Investment Office and UBS Global Research to tailor financial plans and portfolios. The firm combines institutional trading capabilities with wealth management, offering a wide range of capital markets services and proprietary research.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Ryan N

Series 66

Sioux Falls, SD

UBS Financial Services

Ryan Neff is a financial advisor with UBS Financial Services located in Sioux Falls, SD. He holds the Series 66 designation and has worked in the financial industry since 2023, including previous roles at FOCUS and Premier Bankcard. Ryan also has experience in academic settings, having worked at the University of South Dakota and St. Cloud State University. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary capital market assumptions and research to tailor plans based on clients' goals and risk tolerances. The firm combines wealth management with institutional trading capabilities and offers a broad range of financial products and services.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Erik S

CFP®, Series 66

Sioux Falls, SD

UBS Financial Services

Erik Syverson is a Certified Financial Planner® with 26 years of industry experience, currently advising clients at UBS Financial Services since 2008. He holds the Series 66 designation and is based in Sioux Falls, SD. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining wealth management with institutional trading capabilities and proprietary research to tailor financial plans to clients' goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Michael C

Series 63, Series 65

Sioux Falls, SD

UBS Financial Services

Michael Cole is a financial advisor with UBS Financial Services in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves as an assistant coach for the speech and debate team at Sioux Falls Jefferson High School. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory services, delivering wealth management combined with institutional trading capabilities. The firm employs proprietary capital market research and model-based asset allocations to tailor investment plans aligned with clients’ goals and risk tolerances.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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