Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Ian E

Series 66

Wayzata, MN

UBS Financial Services

Ian Eklin is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and three years of industry experience. Prior to joining UBS, he worked at PricewaterhouseCoopers LLP. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing research-driven, model-based asset allocations tailored 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
user avatar
firm logo

Gary H

Series 63, Series 66

Wayzata, MN

UBS Financial Services

Gary Hansen is a financial advisor with UBS Financial Services in Chanhassen, MN, holding Series 63 and Series 66 registrations and 30 years of industry experience. He has been with UBS Financial Services since 2012. Outside of his advisory role, Hansen is involved with the Mae and Sylvester Weiss Foundation, which distributes grants annually. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad array of capital markets and lending services.

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

Molly P

Series 63, Series 65

Wayzata, MN

UBS Financial Services

Molly Padmore is a financial advisor with UBS Financial Services in Bloomington, MN, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has been with UBS Financial Services since 2006 and has worked at U.S. Bancorp Piper Jaffray Inc since 2001. Outside of her advisory role, she has worked as a sales associate at Crate and Barrel. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, utilizing 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 services and provides a broad range of capital markets, custody, and lending solutions.

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

Evan E

Series 63, Series 66

Wayzata, MN

UBS Financial Services

Evan Erickson is a financial advisor at UBS Financial Services with five years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Fidelity Investments, Ameriprise Financial Services, LLC, and Wells Fargo Bank, N.A. Prior to his financial career, he was employed at Gustavus Adolphus College for four years. UBS Financial Services Inc. 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 utilizes 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
user avatar
firm logo

Rebecca F

Series 66

Wayzata, MN

UBS Financial Services

Rebecca Falk is a financial advisor with UBS Financial Services in Minneapolis, Minnesota. She holds a Series 66 designation and has 20 years of industry experience, all with UBS since 2006. She also serves as trustee for a family trust established to distribute assets and manage related tax obligations. 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 provides proprietary research and capital markets activities as part of its platform.

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

Mallory V

Series 66

Wayzata, MN

UBS Financial Services

Mallory Vacek is a financial advisor with UBS Financial Services, holding a Series 66 designation and two years of industry experience. Prior to joining UBS, Mallory worked at Polaris Inc. and spent four years in academic roles at the University of Minnesota and Waconia High School. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including portfolio management and fee-based financial planning. The firm integrates institutional trading capabilities with wealth management and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

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

Carol H

Series 63

Wayzata, MN

UBS Financial Services

Carol Henry is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 63 designation and 33 years of industry experience. She has been with UBS since 2006. Outside of her advisory role, she serves as a successor trustee for a family trust. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and leveraging 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
user avatar
firm logo

Jacob A

Series 66

Wayzata, MN

UBS Financial Services

Jacob Adams is a financial advisor with UBS Financial Services, holding a Series 66 designation and one year of industry experience. His work history includes multiple roles at UBS as well as experience at Ameriprise and U.S. Bank. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a broad range of capital markets and custody services.

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

Randall P

Series 63, Series 65

Wayzata, MN

UBS Financial Services

Randall Petersen is a financial advisor at UBS Financial Services with 40 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at UBS since 2006. Prior to UBS, he has been affiliated with Piper Jaffray Inc. since 1989. 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 client plans.

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

Louis C

Series 63, Series 65

Wayzata, MN

UBS Financial Services

Louis Close is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with UBS since 2006. Outside of his advisory work, he serves on the board of directors for Bolder Option, a youth mentorship organization. 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 and utilizes proprietary research and model-based asset allocations to tailor investment strategies.

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

Douglas K

Series 63, Series 65

Wayzata, MN

UBS Financial Services

Douglas Kottke is a financial advisor with UBS Financial Services in Wayzata, MN, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with UBS Financial Services since 2005. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services, including futures commission merchant operations and principal trading.

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

Benjamin B

Series 66

Wayzata, MN

UBS Financial Services

Benjamin Brinkman is a financial advisor with UBS Financial Services in Wayzata, MN. He holds a Series 66 designation and has one year of industry experience. Prior to joining UBS, he worked at Fulcrum and held roles with the Iowa Heartlanders, the University of Notre Dame, and the University of Minnesota. 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 utilizes proprietary research and model-based asset allocations to tailor client solutions.

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

Kathryn R

Series 66

Wayzata, MN

UBS Financial Services

Kathryn Ripley is a financial advisor with UBS Financial Services, holding a Series 66 designation and eight years of industry experience. She has previously worked at Merrill and Luxottica, Target Optical. UBS Financial Services Inc. serves individual, corporate, and institutional clients with brokerage and investment advisory services, utilizing model-based asset allocations and proprietary research to tailor financial plans. The firm operates with a combination of wealth management and institutional trading capabilities.

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

Nicole H

Series 63

Wayzata, MN

UBS Financial Services

Nicole Hiller is a financial advisor at UBS Financial Services with 17 years of industry experience. She has been with UBS Financial Services since 2011 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, supporting its advisors with proprietary research and a broad platform of capital markets and advisory solutions.

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

Natalie K

Series 66

Wayzata, MN

UBS Financial Services

Natalie Knutson is a financial advisor at UBS Financial Services in Orono, MN, holding a Series 66 designation with 11 years of industry experience. She has been with UBS since 2014. Outside of her advisory work, she serves on the board of directors for Children’s Workshop Montessori School, a facility serving young children. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, delivering tailored financial plans and portfolio management supported by proprietary research.

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

Troy W

Series 66

Wayzata, MN

UBS Financial Services

Troy Wiebler is a financial advisor at UBS Financial Services with 19 years of industry experience. He holds the Series 66 designation and has been with UBS since 2015. Outside of his advisory role, he serves as a board member for the Edina Hockey Association, overseeing the youth hockey program in Edina, Minnesota. 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, delivering advisory work supported by proprietary research and tailored asset allocations.

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

Morgan K

Series 66

Wayzata, MN

UBS Financial Services

Morgan Kane is a financial advisor at UBS Financial Services with three years of industry experience. He holds the Series 66 designation and previously worked at Transwestern for six years. UBS Financial Services Inc. 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.

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

Elizabeth K

Series 66

Wayzata, MN

UBS Financial Services

Elizabeth Kenney is a financial advisor with UBS Financial Services in Wayzata, MN, holding a Series 66 designation and nine years of industry experience. She has worked at UBS since 2017 and previously at Assimilated Strategy Group and Kari Lynn & Company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, utilizing 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
user avatar
firm logo

Judy F

Series 66

Wayzata, MN

UBS Financial Services

Judy Fredrickson is a financial advisor at UBS Financial Services with 23 years of industry experience. She holds the Series 66 designation and has been with UBS since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of 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-driven, tailored investment strategies.

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

Janice H

Series 66

Wayzata, MN

UBS Financial Services

Janice Hatlestad is a financial advisor with UBS Financial Services in Lakeville, MN, holding a Series 66 designation and 23 years of industry experience. She has worked with UBS since 2015. Outside of her advisory role, she serves as a notary in the State of Minnesota. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment 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 client plans.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")