Vincent Dornhoefer Atkinson

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

• 06/2024 → Present
  Ubs
  Denver, CO
• 05/2023 → 05/2024
  U.S. Bank
  Parker, CO
• 05/2022 → 05/2023
  Exp Realty
  Denver, CO
• 06/2021 → 08/2021
  Willis Towers Watson
  Chicago, IL
• 05/2020 → 07/2020
  Wolfe Construction
  Vincennes, IN
• 05/2019 → 08/2019
  Vincennes Parks And Recreation Department
  Vincennes, IN
• 05/2018 → 08/2018
  Vincennes Public Pools
  Vincennes, IN
• 05/2017 → 08/2017
  Vincennes Public Pools
  Vincennes, IN
• 08/2021 → 05/2022
  Indiana University
  Bloomington, IN
• 08/2020 → 05/2021
  Indiana University
  Bloomington, IN
• 08/2019 → 05/2020
  Indiana University
  Bloomington, IN
• 08/2018 → 05/2019
  Indiana University
  Bloomington, IN
• 08/2017 → 05/2018
  Rivet Catholic High School
  Vincennes, IN
• 08/2016 → 05/2017
  Rivet Catholic High School
  Vincennes, IN
• 07/2020 → 08/2020
  Uber Eats
  Bloomington, IN

Exams

• S66 Uniform Combined State Law Examination
  2025-06-11

Other Names

• Vince Atkinson