Meghan Riley (CRD# 6803173) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Bloomington, MN and has over 3 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Bloomington, MN | Mar 2022 - Current | 1 |
| Rbc Capital Markets LLC | Minneapolis, MN | Aug 2018 - Mar 2022 | 3 |
| N/a | Duluth, MN | Sep 2017 - May 2018 | < 1 |
| North Star Resource Group | Minneapolis, MN | Jun 2017 - Aug 2017 | < 1 |
| Jimmy Johns | Wayzata, MN | Jun 2017 - Aug 2017 | < 1 |
| N/a | Duluth, MN | Sep 2016 - May 2017 | < 1 |
| Jimmy Johns | Duluth, MN | Jun 2016 - Aug 2016 | < 1 |
| N/a | Duluth, MN | Sep 2015 - May 2016 | < 1 |
| Palm Beach Tan | Plymouth, MN | Jun 2015 - Aug 2015 | < 1 |
| N/a | Duluth, MN | Sep 2014 - May 2015 | < 1 |
| Broadway Pizza | Plymouth, MN | May 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2020 |
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- MN
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Total Assets Under Management600,809MILLIONS
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Total Number of Accounts1,077,471ACCOUNTS
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Average Account Value$557,610
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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