Marianne Veenstra

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

• 10/2013 → 01/2017
  Ascent Financial Partners Ameriprise Financial
  Warrenville, IL
• 01/2017 → 05/2017
  Unemployed
  Aurora, IL
• 05/2017 → 06/2017
  David C Park
  Schaumburg, IL
• 06/2017 → 12/2017
  David C Park
  Schaumburg, IL
• 06/2017 → 12/2017
  Northwestern Mutual Investment Services Llc
  Schaumburg, IL
• 12/2017 → 09/2020
  Ameriprise Financial Services, Inc.
  Oakbrook Terrace, IL
• 09/2020 → Present
  Ubs Financial Services Inc.
  Oakbrook Terrace, IL

Other Businesses

Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-08-30
• S63 Uniform Securities Agent State Law Examination
  2013-02-09

Other Names

• Marianne Schoenborn
• Marianne Paschke
• Marianne Paschke