Brittany Joy Vasakis
Investment adviser representative at UBS Financial Services Inc.
14 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business
Are you Brittany Joy Vasakis? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
14 years in the industry.
- UBS Financial Services Inc.Oct 2021 to now
- UBS Financial ServivesAug 2021 to now
- Iowa Army National GuardAug 2012 to now
- Revival Animal Health, LLCSep 2017 to Jul 2021
- Minnesota LifeJun 2017 to Aug 2021
- Renaissance FinancialJun 2017 to Aug 2021
- Securian Financial Services Inc.Jun 2017 to Aug 2021
- Northwest Missouri State University International OfficeSep 2016 to Dec 2016
- Northwest Missouri State UniversityJan 2014 to May 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (SD).
UBS Financial Services Inc.
$915.8BAssets managed
1,144,588Clients
9,366Advisers
55 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6818721
- Firm CRD
- 8174