Ryan Donald Betz

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

• 08/2015 → Present
  Ubs Financial Services Inc.
  Wayzata, MN

Other Businesses

1. Delta Chi Housing Corporation, Corporation owns the chapter house that the Delta Chi Fraternity members live in on the University of Minnesota Campus. We act as the landlords of the house and collect rent from the members living in. We pay the bills and budget to make updates and remodels to the chapter house, Member of Board of directors, I am the treasurer of the Delta Chi Housing Corportation. My duties include: Building a budget for the housing corporation and making updates throughout the year. Oversee the payment of bills as well as oversee the rent collection. At the end of the quarters and years I help create financial statements for the housing corporation for review, start date-6/1/2017, Minneapolis MN United States-55414.

Exams

• S66 Uniform Combined State Law Examination
  2016-02-04