Kevin Wesner
Kevin Wesner is a registered investment advisor at UBS Financial Services INC., based in Baltimore, MD, with 29 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
Firm Size
IM Fee
Assets Under Management
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.
Location
500 East Pratt Street, Baltimore, MD, 21202
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Regulatory History (2)
Customer Dispute
December 2022Customer Dispute
October 2010Other Business Activities
Kevin is a board member for Epic Church and Signal 13 Foundation. He also serves as Treasurer for Signal 13 Foundation, authorized to manage funds.
Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Legg Mason Wood Walker INC
Legg Mason Wood Walker, IncorporatedBroker
State Registrations16 states
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.