Sara Alicia Reincke

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

• 01/2023 → Present
  Ubs Financial Services, Inc
  Weehawken, NJ
• 08/2021 → 12/2022
  M Health Fairview - University Of Minnesota Medical Center
  Minneapolis, MN
• 05/2015 → 12/2018
  Target Corporation
  Minneapolis, MN
• 12/2018 → 06/2021
  E.T. Kelly & Associates, Llc
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2023-07-03