EF
EF

Edward Folisi

39 Years of Experience
Bloomington, MN
1 DisclosureBroker

Edward Folisi is a registered investment advisor at UBS Financial Services INC., based in Bloomington, MN, with 39 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 1,134,581 clients with $810B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9502 advisors
IM Fee
Planning only
Assets Under Management
$808.8B

Fee Structure

UBS Financial Services Inc. offers financial planning services for a fee, with costs ranging from $500 to $50,000, though most clients pay between $1,000 and $10,000. Fees exceeding $50,000 but not more than $100,000 may be permitted for complex situations involving relationships with a net worth of $100 million or more. The fees are negotiable and may vary based on the range of services selected, the scope of the engagement, the complexity of the services, the nature and amount of client assets involved, and the financial advisor's business model.

One-Time Plan:$500 - $50,000
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Location

8500 Normandale Lake Blvd., Bloomington, MN, 55437

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History

Regulatory History (1)
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Regulatory
May 2011
Final
Other Business Activities

Edward coaches young men in baseball at Hit Dawg Academy, teaching them skills and occasionally managing teams. He also officiates volleyball for the Metro Volleyball Association since July 2024.

Employment History
Current Registrations
UBS Financial Services INC.
September 2012 - Present · 13 yrs 8 mos
UBS Financial Services INC.
November 2011 - Present · 14 yrs 6 mos
UBS Financial Services INC.Broker
November 2011 - Present · 14 yrs 6 mos
Previous Registrations
Wells Fargo Advisors, LLCBroker
January 2011 - November 2011 · 10 mos
Wells Fargo Advisors, LLC
January 2011 - November 2011 · 10 mos
Wells Fargo Investments, LLC
June 2004 - January 2011 · 6 yrs 7 mos
Wells Fargo Investments, LLCBroker
September 2001 - January 2011 · 9 yrs 4 mos
Morgan Stanley Dw INC.Broker
February 1990 - September 2001 · 11 yrs 7 mos
Iri Securities CorporationBroker
October 1985 - May 1989 · 3 yrs 7 mos
State Registrations23 states
AZCACOFLIDILKSMAMIMNMTNCNJNVOHORSCTNTXUTVAWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.