Alexis Damiana Lebkuecher
Investment adviser representative at UBS Financial Services Inc.
12 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
12 years in the industry.
- UBS Financial Services Inc.May 2025 to now
- Charles Schwab & Co., Inc.Jul 2024 to Apr 2025
- UnemployedMay 2024 to Jul 2024
- CieeJan 2024 to May 2024
- ZivaroJun 2023 to Oct 2023
- Ziggis CoffeeJun 2022 to Aug 2022
- Indian Hills Country ClubSep 2021 to Dec 2023
- Ziggis CoffeeJun 2021 to Aug 2021
- UnemployedApr 2021 to Jun 2021
- Wonder PressOct 2020 to Apr 2021
- UnemployedSep 2020 to Oct 2020
- Lifetime FitnessMay 2019 to Aug 2020
- UnemployedJul 2014 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7939976
- Firm CRD
- 8174