Khristopher Robert Hoopes
Investment adviser representative at UBS Financial Services Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$915.8BFirm assets
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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, IncJun 2023 to now
- Focus PlumbingMay 2022 to Aug 2022
- Focus PlumbingMay 2021 to Aug 2021
- University of Nevada, RenoAug 2019 to May 2023
- Focus PlumbingJun 2019 to Aug 2019
- Focus PlumbingJun 2018 to Aug 2018
- Focus PlumbingJun 2017 to Aug 2017
- Shadow Ridge HighschoolAug 2015 to Jun 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (NV).
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
- 7745582
- Firm CRD
- 8174