Morgan Vondrachek (CRD# 6852010) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Saint Paul, MN and has over 6 years of experience in the finance industry.
CRD# 1682050
Osaic Wealth, Inc.
CRD# 4618120
Thrivent Advisor Network, LLC
CRD# 2309650
Wealth Enhancement Advisory Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ubs Financial Services Inc. | Saint Paul, MN | Sep 2019 - Current | 4 |
| U.s. Bancorp Investments, Inc. | Minnetonka, MN | Aug 2017 - Sep 2019 | 2 |
| Us Bank | Minnetonka, MN | Feb 2016 - Aug 2017 | 1 |
| College (bethel University, Century College, University Of Mn) | Minneapolis, MN | Aug 2011 - May 2016 | 4 |
| Presbyterian Homes And Services | Stillwater, MN | Jul 2014 - Feb 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jan 2018 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2018 |
- MN
-
Total Assets Under Management702,387MILLIONS
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Total Number of Accounts1,093,486ACCOUNTS
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Average Account Value$642,338
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Security ratings or pricing services
- Educational seminars/workshops
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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