Brandon R Wilk

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

• 03/2014 → Present
  Ubs Financial Servics Inc.
  Addison, TX

Other Businesses

1. Highland Park Lacrosse association, I will be coaching youth and HS level lacrosse players, coaching lacrosse, start date-12/1/2020, Addison TX United States-75001. 2)214 Run Club,DallasTXUnited States,Retailers (Apparel, Food, General),This is a community run club which is now going to sell t shirts and hoodies (basic merch) to individuals. We do not charge an annual fee or collect dues from members.,Executive director,I started the community run club so will be handling apparel sales., Start date -4/8/2026

Exams

• S66 Uniform Combined State Law Examination
  2014-04-25
• S63 Uniform Securities Agent State Law Examination
  2011-07-21