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Katie Linhart

Ubs Financial Services Inc.

Madison, WI

Verona, WI

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Current Employers
Ubs Financial Services Inc.

1200 Harbor Boulevard, Weehawken, NJ 07086 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-11-12
  • WI RA
    APPROVED
    Since 2022-11-12

Branch Locations

8020 Excelsior Drive Suite 400, Madison, WI 53717 • United States

Verona, WI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Madison WI 10/2019 Present
Eppstein Uhen Architects Madison WI 06/2019 10/2019
Kimple Family Madison WI 01/2016 08/2018
Unemployed Madison WI 08/2018 06/2019
Fiduciary Management, Inc. Milwaukee WI 06/2018 08/2018
  • 10/2019 → Present
    Ubs Financial Services Inc.
    Madison, WI
  • 06/2019 → 10/2019
    Eppstein Uhen Architects
    Madison, WI
  • 01/2016 → 08/2018
    Kimple Family
    Madison, WI
  • 08/2018 → 06/2019
    Unemployed
    Madison, WI
  • 06/2018 → 08/2018
    Fiduciary Management, Inc.
    Milwaukee, WI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-12
  • S66 Uniform Combined State Law Examination
    2022-11-12
Other Names
  • Katie Krugel
  • Katie Linhart

View on SEC IAPD

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Other Offices

AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
AMERIPRISE FINANCIAL SERVICES, LLC · Madison, WI
LPL ENTERPRISE, LLC · MADISON, WI
CLF ASSET MANAGEMENT, INC. · MADISON, WI
EAGLE STRATEGIES LLC · MADISON, WI
VALMARK ADVISERS, INC. · Madison, WI
GREENPOINT ASSET MANAGEMENT V LLC · MADISON, WI
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · MADISON, WI

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