Christopher Michael Loyer

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

• 09/2018 → 11/2024
  Charles Schwab & Co., Inc.
  Lone Tree, CO
• 03/2018 → 07/2018
  Chick-Fil-A Northgate
  Colorado Springs, CO
• 04/2018 → 07/2018
  Amp'd Adventures
  Colorado Springs, CO
• 03/2013 → 04/2018
  Battlefield Colorado
  Colorado Springs, CO
• 01/2016 → 12/2017
  Student - University Of Colorado, Colorado Springs
  Colorado Springs, CO
• 11/2024 → Present
  Ubs Financial Services, Inc
  Colorado Springs, CO

Previous Registrations

• 2019-05-20 → 2024-11-23
  Charles Schwab & Co., Inc.
  Lone Tree, CO

Exams

• S66 Uniform Combined State Law Examination
  2019-05-20
• S63 Uniform Securities Agent State Law Examination
  2019-03-18

Other Names

• Chris Loyer