Dylan Flategraff, financial advisor Saint Paul MN
90 score

Dylan Flategraff

CRD Number: 5979881
Current Firm: Ubs Financial Services Inc.

Dylan Flategraff (CRD# 5979881) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Paul, MN and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services Inc. St Paul, MN Nov 2013 - Current 3
Ubs Financial Services Inc. Minneapolis, MN Apr 2013 - Nov 2013 < 1
Questar Capital Corporation Minneapolis, MN Apr 2013 - Apr 2013 < 1
Sandvold And Associates St. Louis Park, MN Apr 2013 - Apr 2013 < 1
Allianz Life Insurance Company Of North America Golden Valley, MN Dec 2012 - Mar 2013 < 1
Allianz Life Financial Services, LLC Golden Valley, MN Dec 2012 - Mar 2013 < 1
Ameriprise Financial Services,inc Minneapolis, MN Sep 2011 - Nov 2012 1
Idgi Golden Valley, MN Jun 2011 - Aug 2011 < 1
Mavo Systems White Bear Lake, MN Apr 2006 - Jun 2011 5
Anoka Technical College Anoka, MN Jan 2011 - May 2011 < 1
Sports Authority Coon Rapids, MN Nov 2009 - Jun 2010 < 1
University Of Wisconsin-river Falls River Falls, WI Aug 2009 - Jun 2010 < 1
Best Buy Blaine, MN Oct 2008 - Jun 2010 1
Anoka Ramsey Commuity College Coon Rapids, MN Aug 2005 - Apr 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2011
Contact Info for Dylan T. Flategraff
Phone Number: 201-352-3000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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