Kaelyn Evonne Ellis
Investment adviser representative at UBS Financial Services Inc.
11 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
11 years in the industry.
- UBS Financial Services Inc.Jul 2026 to now
- Texas RoadhouseFeb 2026 to May 2026
- D.A. Davidson & Co.Jun 2025 to Jul 2026
- D.A Davidson Wealth ManagementMay 2024 to Aug 2024
- Texas RoadhouseNov 2023 to May 2025
- D.A. Davidson Wealth ManagementMay 2023 to Aug 2023
- University of MontanaAug 2022 to May 2025
- Fetch Dog BoutiqueApr 2021 to Jan 2023
- Lewis and Clark Portage CacheJan 2020 to Apr 2021
- Great Falls High SchoolAug 2018 to May 2022
- East Middle SchoolAug 2016 to Jun 2018
- UnemployedJan 2015 to Jan 2020
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 7742291
- Firm CRD
- 8174