St Cloud, MN Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$761,713,741,255
ClientsTotal clients
1,098,059
AdvisorsAdvisors at this office
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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