Michelle Gochanour
Michelle Gochanour is a registered investment advisor at UBS Financial Services INC., based in Omaha, NE, with 27 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
13815 FNB Parkway Suite 300, Omaha, NE, 68154-5220
Get directionsHistory
Regulatory History (1)
Criminal
February 2008Other Business Activities
Michelle assists with bookkeeping for Gochanour Floor Covering, dedicating minimal time per week. She also assists with bookkeeping for Gochanour Concrete, dedicating minimal time per month, and is a limited partner with no duties at Sagebrush Partners LLP.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Previous Registrations
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Wachovia Securities, LLCBroker
Proequities, INC.Broker
RBC Dain Rauscher INC.Broker
Securities America, INC.Broker
Dean Witter Reynolds INC.Broker
State Registrations2 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.