Brent Kramer, financial advisor Greeley CO

Brent Kramer

CRD Number: 6685131
Current Firm: Ubs Financial Services Inc.

Brent Kramer (CRD# 6685131) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Greeley, CO and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. Greeley, CO Mar 2020 - Current < 1
Tiaa-cref Individual & Institutional Services, LLC Denver, CO Aug 2016 - Mar 2020 3
Tiaa Denver, CO Aug 2016 - Mar 2020 3
Unemployed Denver, CO Apr 2016 - Aug 2016 < 1
Mckesson Corporation Aurora, CO Mar 2007 - Apr 2016 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2016
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for Brent K. Kramer
Phone Number: 201-352-3000
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    591,361
    MILLIONS
  • Total Number of Accounts
    975,301
    ACCOUNTS
  • Average Account Value
    $606,337
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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