Mitchell Hansen
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.Apr 2026 to now
- Tcbi SecuritiesMay 2024 to Apr 2026
- Texas Capital BankAug 2023 to Apr 2026
- Texas Capital Bank Private Wealth AdvisorsAug 2023 to Apr 2026
- The Trails of Frisco Golf ClubJun 2023 to Jul 2023
- Texas Christian UniversityAug 2019 to May 2023
- UnemployedJul 2019 to Aug 2019
- Evansville OttersMay 2019 to Jul 2019
- Extra InningsSep 2018 to May 2019
- New York YankeesJul 2018 to Jan 2019
- Los Angeles DodgersJun 2015 to Jul 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
- Series 65 · Uniform Investment Adviser Law2023
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
- 7797802
- Firm CRD
- 8174