Ubs Financial Services Inc

Investment Advisor
in Missoula, MT

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About this Advisor

Todd Johnson is a financial advisor based in Missoula, Montana. Currently an advisor at Ubs Financial Services Inc, they have gathered 14 years of experience in the financial advisory industry. Johnson has a Series 66 license, designating them as both a securities agent and an investment advisor representative. Johnson is registered to serve investors based out of Montana and Texas. Johnson has gained experience at Wells Fargo Bank, N.A, Wells Fargo Investments, LLC, Wells Fargo Advisors LLC and Ubs Financial Services Inc. Ubs Financial Services Inc is headquartered in Missoula, Montana, and has 369 locations throughout the nation. As a registered investment firm, Ubs Financial Services Inc oversees $591 billion in assets throughout 975,301 client accounts and retains more than 15,605 people. The firm's total assets under management makes it one of the biggest financial advisory firms in the nation. The firm manages 522,287 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 58% of the advisory firm's investors are high-net-worth individuals, meaning they have greater than $1 million in assets. Ubs Financial Services Inc can offer 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. The firm may charge clients asset-based, hourly, fixed, commission-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

14 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others



Office Location

100 Railroad Street W
Missoula, MT 59802

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Ubs Financial Services Inc Brokerage Details

Total Assets Under Management


MT Average: $10,121,009,343
Total Number of Employees


MT Average: 92
Total Number of Accounts


MT Average: 6,978
Average Account Size


MT Average: $1,450,417

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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

Todd Johnson Work History

Todd has 14 years of experience.

2015 - Present (6 years)

Ubs Financial Services Inc

2011 - 2015 (4 years)

Wells Fargo Advisors LLC

2007 - 2011 (4 years)

Wells Fargo Investments, LLC

2006 - 2015 (9 years)

Wells Fargo Bank, N.A


Todd Johnson has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Ubs Financial Services Inc

Stephanie Gifford
Omaha, NE
Kurt Hegerfeld
Charlotte, NC
James Richards
Vienna, VA
Hunter Vehslage
Plano, TX
Roxanne Kroll
Los Angeles, CA
Jessica Danish
Weehawken, NJ
Trenton Coats
Newport Beach, CA
Ashley Huffines
Chattanooga, TN

This content was compiled from the SEC and FINRA.

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