Reed Eisenhauer
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.
- UBS Financial Services, IncNov 2025 to now
- Im Global Partner Fund Management, LLCJan 2022 to Nov 2025
- Im Global US DistributorsJan 2022 to Nov 2025
- Northwestern Mutual Wealth Management CompanyJan 2020 to Jan 2022
- Northwestern Mutual Investment Services, LLCAug 2018 to Jan 2022
- Northwestern Mutual Life Insurance CompanyAug 2018 to Jan 2022
- Frontline Work IncNov 2017 to Jun 2018
- The ClearSep 2017 to Jul 2018
- Twenty First Amendment BreweryJun 2017 to Feb 2018
- Rio Grande Atx Investments LLCNov 2016 to Mar 2017
- General AssemblyJan 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 6998977
- Firm CRD
- 8174