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Alexander Loren Wideman

Investment adviser representative at UBS Financial Services Inc.
10 yearsExperience
1 stateRegistered in
$915.8BFirm assets
55 yearsFirm in business

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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

10 years in the industry.

  1. Indy FuelOct 2022 to now
  2. UBS Financial Services Inc.Jul 2022 to now
  3. Wideman Brothers Hockey SchoolAug 2017 to now
  4. Bordeaux BoxersAug 2021 to Apr 2022
  5. Rungsted Seier CapitalAug 2020 to May 2021
  6. Eispiraten CrimmitchauAug 2019 to Mar 2020
  7. Cincinnati CyclonesOct 2018 to May 2019
  8. UBSJul 2018 to Jun 2019
  9. Indy FuelOct 2016 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (MO).

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
6984712
Firm CRD
8174
Advisor's SEC record (opens in a new tab)
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