Kalee Marie Olson

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

• 12/2006 → Present
  Ubs Financial Services Inc.
  St. Cloud, MN

Exams

• S66 Uniform Combined State Law Examination
  2006-05-08
• S63 Uniform Securities Agent State Law Examination
  1998-12-09

Other Names

• Kalee M Bodeker
• Kalee Marie Olson
• Kalee Olson