Reed Eisenhauer

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

• 11/2017 → 06/2018
  Frontline Work Inc
  San Francisco, CA
• 06/2017 → 02/2018
  Twenty First Amendment Brewery
  San Leandro, CA
• 09/2017 → 07/2018
  The Clear
  Long Beach, CA
• 11/2016 → 03/2017
  Rio Grande Atx Investments Llc
  Austin, TX
• 01/2016 → 12/2016
  General Assembly
  San Francisco, CA
• 08/2018 → 01/2022
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 08/2018 → 09/2020
  Northwestern Mutual Investment Services Llc
  San Francisco, CA
• 01/2020 → 01/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 09/2020 → 01/2022
  Northwestern Mutual Investment Services, Llc
  Walla Walla, WA
• 01/2022 → 11/2025
  Im Global Partner Fund Management, Llc
  El Segundo, CA
• 01/2022 → 11/2025
  Im Global Us Distributors
  El Segundo, CA
• 11/2025 → Present
  Ubs Financial Services, Inc
  Los Angeles, CA

Exams

• S66 Uniform Combined State Law Examination
  2026-02-20
• S63 Uniform Securities Agent State Law Examination
  2019-05-20

Other Names

• Reed Eisenhauer