Michael G. Gregory Bell

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

• 07/2013 → Present
  Ubs Financial Services Inc
  Madison, WI

Previous Registrations

• 2002-10-10 → 2003-01-28
  Midwest Professional Planners, Ltd.
  Madison, WI

Other Businesses

1) PENSION CONSULTING GROUP, LLC - MEMBER SINCE 3/12/02 - INVESTMENT RELATED BUSINESS WHICH PROVIDES QUALIFIED PLAN SERVICES - 80 HOURS PER MONTH, 70 OF WHICH ARE DURING TRADING HOURS MARKETING AND PROVIDING QUALIFIED PLAN SERVICES 2) PARKCREST POOL WWW.PARKCRESTPOOL.COM MADISON, WISCONSIN 53705. 6/1/06, BOOKKEEPER, 2 HOURS PER MONTH. 3) Foundation for Madison's Public Schools / United States / 101 Nob Hill Rd #300, Madison, WI 53713/ Foundation / https://fmps.org / Advisor or advisory group member if advice given may influence an officer/board / Monitor overall Foundation financial performance and alignment with board policies and procedures, review monthly financial reports, review the annual foundation budget and approve for action by the full board, monitor Foundation relationships with key partners,ensuring effective and efficient performance / Start Date 4/23/2020

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-09-22
• S63 Uniform Securities Agent State Law Examination
  1994-08-30

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Michael G Bell
• Michael Gregory Bell