Corinne Klitzke

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

• 04/2019 → 10/2020
  Edward Jones
  St Louis, MO
• 05/2014 → 06/2020
  Tiffany And Co.
  Fort Worth, TX
• 05/2016 → 04/2019
  City Of Southlake
  Southlake, TX
• 10/2020 → 04/2022
  Fidelity Investments
  Oakdale, MN
• 04/2022 → Present
  Ubs Financial Services. Inc
  Saint Paul, MN

Previous Registrations

• 2021-01-06 → 2022-04-20
  Fidelity Personal And Workplace Advisors
  Oakdale, MN
• 2019-06-18 → 2020-10-13
  Edward Jones
  Grapevine, TX
  St Louis, MO
  Colleyville, TX

Other Businesses

1) Northern Lights Juniors, Coaching volleyball, Burnsville Minnesota United States-55337, Coach volleyball to children, start date- 7/29/2024. 2)Lakeville North Volleyball,Assistant coaching Junior Varsity Volleyball Team,United States55044,Assistant coach the junior varsity volleyball one day per week- Start date9/1/2025

Exams

• S66 Uniform Combined State Law Examination
  2019-06-17

Other Names

• Corinne Victoria Revsbeck
• Corinne Victoria Klitzke