Isaac Michael Hanson
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, IncMar 2024 to now
- J.P. Morgan Securities LLCMar 2023 to Jan 2024
- JPMorgan Chase Bank, N.A.Sep 2021 to Mar 2023
- DoordashSep 2020 to Sep 2021
- Jimmy JohnsJun 2020 to Sep 2020
- Dragonfly GardensMay 2020 to Sep 2020
- Afton AlpsDec 2019 to Oct 2021
- Polk County RecyclingJun 2019 to Aug 2019
- University of St. ThomasSep 2018 to May 2020
- Smc Ltd.May 2018 to Aug 2018
- UnemployedSep 2017 to Apr 2018
- Pizza ManMay 2017 to Aug 2017
- UnemployedApr 2017 to Apr 2017
- Wild MountainNov 2016 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MN).
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
- 7715317
- Firm CRD
- 8174