St Cloud, MN Office

Team
Updated today

Client AUM

$761,713,741,255

Clients

1,098,059

Advisors

15

Of 9,303 advisors across 994 offices

Location

4150 S Second St Su 500

St Cloud MN 56301-7319

Advisors at this office

15

Advisors at this office

user avatar

Hudson P

Series 66

St Cloud, MN

UBS Financial Services

Hudson Park is a financial advisor with UBS Financial Services and holds the Series 66 designation. He began his advisory career in 2026 and has prior experience at Bankers Life Advisory Services, Bankers Life Securities, and Bankers Life Casualty. His background also includes roles outside the financial industry, such as working with CharterUP and involvement in educational pursuits at Boston College. 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, utilizing proprietary research and model-based asset allocations to tailor financial plans according 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

Andrew W

Series 66

St Cloud, MN

UBS Financial Services

Andrew Windschitl is a financial advisor with UBS Financial Services in St. Cloud, MN, holding a Series 66 designation and 10 years of industry experience. He has been with UBS since 2015. Outside of his advisory role, he is involved with Lyft in a private capacity. 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 plans to clients’ goals and risk tolerances. The firm integrates institutional trading capabilities with wealth management services and offers a 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

Tyra O

Series 66

St Cloud, MN

UBS Financial Services

Tyra Olson is a financial advisor with UBS Financial Services in St. Cloud, MN, holding a Series 66 designation and three years of industry experience. She has been with UBS since 2019 and previously operated a self-employed advisory business from 2012 to 2021. 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, leveraging proprietary research and capital market assumptions 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

Christina V

Series 63, Series 65

St Cloud, MN

UBS Financial Services

Christina Van Slooten is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds Series 63 and Series 65 licenses and has been with UBS since 2013. Outside of her advisory role, she serves on the board of directors and audit committee for Terebinth Refuge, a faith-based nonprofit supporting survivors of sexual exploitation. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and a range of capital markets services through a network of financial advisors 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
user avatar

Samuel J

Series 63, Series 65

St Cloud, MN

UBS Financial Services

Samuel Jenson is a financial advisor at UBS Financial Services with five years of industry experience. He previously worked at Griffin Capital Securities and has held various roles including involvement with golf clubs and university positions. Jenson serves on the board of a Christian non-profit organization that hosts an annual event for professional golfers and baseball players to share their faith. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and advisory offerings, using proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances. The firm combines institutional trading capabilities with wealth management services and offers a broad range of capital markets and lending programs.

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

Jeffrey B

CFP®, Series 63, Series 65

St Cloud, MN

UBS Financial Services

Jeffrey Botz is a Certified Financial Planner® with 28 years of industry experience, currently serving as a financial advisor at UBS Financial Services since 2019. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he is the proprietor of JB Capital LLC, a company engaged in owning and maintaining a commercial real estate building. 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 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
user avatar

Matthew N

Series 66

St Cloud, MN

UBS Financial Services

Matthew Nikodym is a financial advisor at UBS Financial Services with 22 years of industry experience. He holds the Series 66 designation and has been with UBS since 2013. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, providing services such as financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services to deliver tailored investment solutions.

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

Tracy M

Series 66

St Cloud, MN

UBS Financial Services

Tracy Meyer is a financial advisor at UBS Financial Services with seven years of industry experience, including ten years with her current firm. She holds the Series 66 designation. Outside of her advisory role, she serves as a Notary Public for the State of Minnesota, providing notary services without charge. 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 financial plans. The firm integrates institutional trading capabilities with wealth management services, operating as a broker-dealer, investment adviser, and futures commission merchant.

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

Veronica V

Series 66

St Cloud, MN

UBS Financial Services

Veronica Villeneuve is a financial advisor at UBS Financial Services with eight years of industry experience. She holds the Series 66 designation and has worked at UBS since 2017. Prior to joining UBS, she was employed at Delaware Data Solutions and Anderson Trucking Services. 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 integrates proprietary research and model-based asset allocations to tailor plans to clients’ goals while offering institutional trading capabilities alongside wealth management services.

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

Carol G

Series 66

St Cloud, MN

UBS Financial Services

Carol Gruba is a financial advisor at UBS Financial Services with 24 years of industry experience. She holds the Series 66 designation and has worked at UBS since 2019, having previously spent 22 years with the Proviant Group. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management through its proprietary research and a broad platform of capital markets services.

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

Maria V

Series 66

St Cloud, MN

UBS Financial Services

Maria Voigt is a financial advisor at UBS Financial Services with a Series 66 designation and one year of industry experience. Prior to joining UBS, she spent over two decades working with Daniel Funeral Home and Cremation Services, LLC. 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 provides fee-based financial planning, portfolio management, and distributes mutual funds and alternative products, supported by proprietary research and analytics.

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

Mary O

Series 63

St Cloud, MN

UBS Financial Services

Mary Olson is a financial advisor at UBS Financial Services with 26 years of industry experience. She has worked at UBS since 2006 and has been with Piper Jaffray & Co since 2004. Olson holds a Series 63 designation and is based in St. Cloud, MN. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research 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

Darin A

Series 63, Series 66

St Cloud, MN

UBS Financial Services

Darin Amundson is a financial advisor with UBS Financial Services in St. Cloud, MN, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. He has been with UBS since 2006 and serves concurrently in the U.S. Army Reserve as a Staff Sergeant with responsibilities in water distribution. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, leveraging proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, offering access to proprietary research, market-making activities, and affiliated banking programs.

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

Rachael E

Series 66

St Cloud, MN

UBS Financial Services

Rachael Egge is a financial advisor with UBS Financial Services in St. Cloud, MN, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2017, she worked at Kensington Bank and spent five years at Peters Body Shop. Outside of her advisory role, Egge owns and operates Spaw Day Dog Grooming LLC and works as a sous chef at St Cloud Downtown Hotel, Inc. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, using proprietary market assumptions and research to tailor portfolio and financial plans. The firm combines institutional trading capabilities with wealth management and offers a broad range of financial products and capital markets services.

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

Michael K

Series 63, Series 65

St Cloud, MN

UBS Financial Services

Michael Karl is a financial advisor with UBS Financial Services in St. Cloud, MN, holding Series 63 and Series 65 licenses and 44 years of industry experience. He has been with UBS since 2006. Outside of his advisory role, he serves as chair of the Central MN Community Foundation Professional Advisors Committee and holds leadership positions in several organizations, including as president of the Sky Manor Aero Club board and CEO of Lower Town Music, LLC. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, utilizing proprietary research and model-based asset allocations to tailor plans to clients' goals. The firm combines institutional trading capabilities with wealth management and operates as a broker-dealer, investment adviser, and futures commission merchant.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
View complete list of advisors at this office
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")