Bruce J Schieler

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 → 01/2021
  Wells Fargo Clearing Services, Llc
  Bloomington, IL
• 06/2018 → 09/2018
  Heartland Bank And Trust Company
  Bloomington, IL
• 01/2016 → 05/2018
  Illinois State University
  Normal, IL
• 06/2017 → 08/2017
  Gorenz And Associates, Ltd.
  Peoria, IL
• 01/2021 → Present
  Ubs Financial Services, Inc.
  Wayzata, MN

Previous Registrations

• 2019-11-01 → 2021-01-14
  Wells Fargo Clearing Services, Llc
  Bloomington, IL

Other Businesses

Schieler Development, LLC / Company / Develop Real Estate for Rental and Sales income / Partner / Act as a member/partner. Will not act as a managing member. Oak Valley Homes, LLC,GoodfieldIllinoisUnited States,Real Estate,Act as general contractor for home construction,Treasurer, Sales & Marketing"assist with accts payable and accts receivable. various other activities as needed. Will assist with new custom home sales and work marketing custom new home products. will meet with customers to design new homes.", Start date -1/1/2026

Exams

• S66 Uniform Combined State Law Examination
  2019-11-01

Other Names

• Bruce Schieler
• Bruce Jonathon Schieler