Kelley Sue Edwards

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2001 → Present
  Ubs Financial Services Inc.
  Kansas City, MO

Other Businesses

1) RSE Properties, LLC/ investment related?:yes / 517 NW Highcliffe Ct, Lees Summit, MO/ Partnership/ Misc duties related to maintenance of property/ start date: 8/1/2021 /// 2) Midwest Adaptive Sports/ investment related?; no/ Kansas City, MO, 64012/ Charity/ Coordinate youth athletic programming; Treasurer. As treasurer, I will make bank deposits, track bank accounts and pay bills. The organization is basically a cash in / expenses out - there are paid employees and no invested assets - just a checking and savings account./ start date: 10/1/2021 3) W H Edwards Company/ Description - wholesale snack food distribution/ Role - Assist with invoicing and inventory/ Compensation - No.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-03-02
• S63 Uniform Securities Agent State Law Examination
  2002-05-20

Other Names

• Kelley Sue Brewer