Bruce Schieler, financial advisor Wayzata MN

Bruce Schieler

CRD Number: 7024969
Current Firm: Ubs Financial Services Inc.

Bruce Schieler (CRD# 7024969) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wayzata, MN and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
Ubs Financial Services, Inc. Wayzata, MN Jan 2021 - Current 1
Wells Fargo Clearing Services, LLC Bloomington, IL Sep 2018 - Jan 2021 2
Heartland Bank And Trust Company Bloomington, IL Jun 2018 - Sep 2018 < 1
Illinois State University Normal, IL Jan 2016 - May 2018 2
Gorenz And Associates, Ltd. Peoria, IL Jun 2017 - Aug 2017 < 1
Illinois Central College East Peoria, IL Jun 2014 - Dec 2015 1
Homeway Homes Deer Creek, IL Apr 2008 - Aug 2015 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2019
Contact Info for Bruce J. Schieler
Phone Number: 201-352-3000
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
    692,292
    MILLIONS
  • Total Number of Accounts
    1,073,865
    ACCOUNTS
  • Average Account Value
    $644,673
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, WY

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