Fargo, ND Broadway Office

Mathew Rustad is a financial advisor with UBS Financial Services in Fargo, ND, holding a Series 66 designation and 28 years of industry experience. He has been with UBS since 2009. Outside of his advisory role, he is a partner in family estate-related partnerships formed for real estate holding and management. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to provide tailored plans based on proprietary research and model-based asset allocations.

Paul Nelson is a financial advisor with UBS Financial Services in Fargo, ND, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. 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 integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Mark Cullen is a financial advisor at UBS Financial Services in Fargo, ND, holding a Series 66 designation with nine years of industry experience. He has been with UBS since 2017. Cullen is a 25% non-active owner of an apparel company founded by his wife but does not participate in its operations. UBS Financial Services serves individual, corporate, and institutional clients through a mix of brokerage and investment advisory services, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and offers a range of capital markets services.

John Fischer is a financial advisor with UBS Financial Services in Fargo, ND, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with UBS since 1994. Outside of his advisory role, Fischer was involved in coordinating volunteers and serving as a media spokesperson for a 2012 statewide referendum on smoke-free indoor workplaces in North Dakota. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, 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 solutions.

Kathryn Viste is a financial advisor at UBS Financial Services with three years of industry experience. She holds the Series 66 credential and has worked previously at RBC Capital Markets, VISIONBank, Old Navy, and Bath and Body Works. Outside of her advisory role, she is involved as a co-owner and officer of a property management company. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and provides research and capital markets services through an integrated platform.

Michael Crawford is a financial advisor at UBS Financial Services with two years of industry experience. Prior to joining UBS in 2022, he worked as a self-employed professional and has a background in photography. He holds a Series 66 designation. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, providing comprehensive financial planning, portfolio management, and capital markets services.

Thomas Moore is a financial advisor with UBS Financial Services in Fargo, ND, holding a Series 63 designation and having 42 years of industry experience. He has worked at UBS since 2006 and previously spent time at Piper Jaffray Inc. UBS Financial Services serves individual, corporate, and institutional clients through a wide range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Crystal Pound is a financial advisor at UBS Financial Services with a Series 66 designation and no prior industry experience. Before joining UBS in 2026, she worked in legal planning and held positions at several law firms, including JD Legal Planning and O'Keefe O'Brien Lyson Attorneys. Pound is also affiliated with the University of Iowa College of Law and Justice101. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including portfolio management, financial planning, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services to provide a broad range of investment solutions.