Kaitlyn Elizabeth Paschke

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

• 03/2022 → Present
  Ubs Financial Services Inc.
  Oakbrook Terrace, IL
• 01/2019 → 03/2022
  Ameriprise Financial Services, Inc.
  Oakbrook Terrace, IL
• 06/2018 → 01/2019
  Ameriprise Financial Services, Inc.
  Oakbrook Terrace, IL
• 09/2018 → 11/2018
  Blank Space Branding
  Lombard, IL
• 02/2018 → 09/2018
  Unemployed
  Aurora, IL
• 10/2017 → 02/2018
  Soconnected Llc
  Downers Grove, IL
• 07/2016 → 11/2017
  Portillo's Hot Dogs
  Naperville, IL
• 05/2016 → 03/2017
  Chronicle/Ncclinked.cOm
  Naperville, IL
• 01/2016 → 09/2016
  Ameriprise Financial Services, Inc.
  Warrenville, IL

Exams

• S66 Uniform Combined State Law Examination
  2026-07-17