Kimberly Suzanne Troutner

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

• 04/2008 → 02/2021
  Ubs Financial Services Inc.
  Upper Arlington, OH
• 03/2021 → Present
  Ubs Financial Services Inc.
  Upper Arlington, OH

Other Businesses

TECUMSEH CONDO ASSOC./6 HRS. PER MONTH/PRESIDENT/THIS IS THE CONDO ASSOC. FOR THE CONDO IN WHICH I LIVE.I WOULD BE ONE OF THE OFFICERS ON THE BOARD. WE ENSURE THAT EVERYONE PAYS THEIR CONDO DUES,CONTRACT FOR MAINTENCE OF THE PROPERTY AND ENSURE THAT THE RULES OF THE BYLAWS ARE FOLLOWED. Kimberly Troutner, The single unit townhome is rented out to my brother, Proprietor / owner, My husband and I jointly own the unit and lease it to an individual for which we receive rental income, start date-4/8/2013, WestervilleOhio United States43230.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-06-28
• S63 Uniform Securities Agent State Law Examination
  1999-06-14

Other Names

• Kimberly Suzanne Mcadams