Isaac Michael Hanson

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

• 09/2021 → 03/2023
  Jpmorgan Chase Bank, N.A.
  Minneapolis, MN
• 03/2023 → 01/2024
  J.P. Morgan Securities Llc
  Minneapolis, MN
• 09/2020 → 09/2021
  Doordash
  Saint Paul, MN
• 12/2019 → 10/2021
  Afton Alps
  Hastings, MN
• 06/2020 → 09/2020
  Jimmy Johns
  Amery, WI
• 05/2020 → 09/2020
  Dragonfly Gardens
  Amery, WI
• 09/2018 → 05/2020
  University Of St. Thomas
  Saint Paul, MN
• 06/2019 → 08/2019
  Polk County Recycling
  Saint Croix Falls, WI
• 05/2018 → 08/2018
  Smc Ltd.
  Amery, WI
• 05/2017 → 08/2017
  Pizza Man
  Amery, WI
• 11/2016 → 03/2017
  Wild Mountain
  Taylors Falls, MN
• 03/2013 → 10/2016
  Unemployed
  Amery, WI
• 04/2017 → 04/2017
  Unemployed
  Amery, WI
• 09/2017 → 04/2018
  Unemployed
  Amery, WI
• 03/2024 → Present
  Ubs Financial Services, Inc
  Minneapolis, MN

Exams

• S66 Uniform Combined State Law Examination
  2024-08-05
• S63 Uniform Securities Agent State Law Examination
  2023-06-08

Other Names

• Isaac M Hanson
• Isaac Hanson
• Isaac Michael Hanson