Tyler Charles Coupe

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

• 08/2023 → 06/2025
  Uline, Inc.
  Pleasant Prarie, WI
• 08/2019 → 05/2023
  University Of Dayton
  Dayton, OH
• 08/2015 → 05/2019
  Saint Viator High School
  Arlington Heights, IL
• 06/2021 → 12/2021
  Aegon Asset Management
  Chicago, IL
• 05/2022 → 08/2022
  Ubs Financial Services
  Chicago, IL
• 05/2023 → 08/2023
  Unemployed
  Barrington, IL
• 05/2017 → 09/2017
  Village Of Tower Lakes
  Tower Lakes, IL
• 05/2019 → 07/2019
  Red Robin, Inc.
  Deer Park, IL
• 10/2022 → 05/2023
  Tropical Smoothie Cafe
  Dayton, OH
• 07/2025 → Present
  Ubs Financial Services, Inc
  Chicago, IL

Exams

• S66 Uniform Combined State Law Examination
  2025-12-19

Other Names

• Tyler Coupe