Kenneth Louis Goldhoff

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

• 11/2013 → Present
  Ubs Financial Services Inc
  Cincinnati, OH

Previous Registrations

• 1999-10-15 → 2007-02-09
  Keybanc Capital Markets Inc.
  Cincinnati, OH
  Cincinnati, OH

Other Businesses

1) JEWISH FEDERATION OF CINCINNATI / 8499 RIDGE ROAD CINCINNATI,OH 45236 / MEMBER OF A COMMITTEE WITH MANAGEMENT OR SUPERVISORY FUNCTIONS / / ALLOCATIONS COMMITTEE CO-CHAIR / START DATE 2/2/2015 / AN HOUR OR TWO A MONTH /// 2) Cincinnati Fine Arts Fund; 2649 Erie Avenue, Cincinnati, Ohio 45208; artswave.org; to raise funds for and distribute those to the major and minor arts organizations in the city of Cincinnati. To raise awareness of the Arts in the City.; Committee Member; committee chair - associate members allocation committee; member of a audit committee; Start date: 10/10/2007

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-07-03
• S63 Uniform Securities Agent State Law Examination
  1984-06-01