Nicole
Olmscheid
Ubs Financial Services Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Nicole Olmscheid is a financial advisor based out of Minneapolis, Minnesota, who has 3 years of industry experience. Olmscheid currently works for Ubs Financial Services Inc. Olmscheid has gained experience at Us Bank, Personal Trust Associate, Affiliated Counseling Center, Waddell & Reed Inc, Various Insurance Carriers For W & R Insurance Agencies, Adler College, Business Women Of Central Minnesota, The Ultimate Sports Bar & Grill, Bremer Trust, N.A, Drc, Stinson Llp, Financial Empowerment Coaching & Consulting, LLC and Ubs Financial Services Inc. Olmscheid has Series 63 and Series 66 licenses, qualifying them as a securities agent, and is registered to advise clients in Minnesota. Ubs Financial Services Inc is a registered investment firm based in Weehawken, NJ. It has offices in 369 locations and a total of 13,059 people on staff. It manages $601 billion in assets under management between its 1,077,471 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides services to 8,062 charitable organizations. Of its 1,077,471 customer accounts, 65% are held by high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, security rating services and educational seminars. Financial management fee schedules largely are based on the type of services provided. However, fees billed by Ubs Financial Services Inc likely include any blend of asset-based, hourly, fixed, commission-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ubs Financial Services Inc Brokerage Details
$600,808,847,012
13,059
1,077,471
$557,610
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
Nicole Olmscheid Work History
Nicole has been registered as a financial advisor for 3 years.*
Ubs Financial Services Inc
Financial Empowerment Coaching & Consulting, LLC
Drc
Stinson Llp
The Ultimate Sports Bar & Grill
Bremer Trust, N.A
Adler College
Business Women Of Central Minnesota
Waddell & Reed Inc
Various Insurance Carriers For W & R Insurance Agencies
Affiliated Counseling Center
Us Bank
Personal Trust Associate
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Nicole Olmscheid to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ubs Financial Services Inc
Miami, FL
Short Hills, NJ
Asheville, NC
Short Hills, NJ
Watertown, NY
Chesterfield, MO
Miami, FL
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
