Timothy Max Kozhukhov
Investment adviser representative at UBS Financial Services Inc.
24 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
24 years in the industry.
- UBS Financial Services, Inc.Jan 2026 to now
- UnemployedApr 2025 to Jan 2026
- Roberts Wealth ManagementJun 2024 to Apr 2025
- Full Time Student - University of IowaJan 2023 to Dec 2024
- UnemployedMay 2022 to Jan 2023
- Full Time Student - Miami OhioSep 2021 to May 2022
- UnemployedAug 2021 to Sep 2021
- High Tech MachineJun 2021 to Aug 2021
- UnemployedMay 2021 to Jun 2021
- Bay Oaks Country ClubMar 2021 to May 2021
- UnemployedFeb 2021 to Mar 2021
- Beacon Lakes Golf CourseDec 2020 to Feb 2021
- Full Time Student - Iowa State UniversityAug 2020 to May 2021
- UnemployedJun 2019 to Aug 2020
- Missing Links Golf ClubSep 2018 to Jun 2019
- UnemployedMar 2002 to Sep 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
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
- 8198494
- Firm CRD
- 8174