Kimberly Muska is a CFP-designated registered investment advisor at UBS Financial Services INC., based in Bellevue, WA, with 18 years of industry experience. Kimberly is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,144,588 clients with $920B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Customized Financial Planning Services — Typically ranges from $1,000 to $10,000, with a general range of $500 to $50,000 depending on the scope and complexity of the engagement. Fees up to $100,000 may be permitted for highly complex situations involving relationships with a net worth of $100 million or more.
Location
225 108th Avenue NE, Suite 800, Bellevue, WA, 98004
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Previous Registrations
Halbert Hargrove
RBC Capital Markets Corporation
RBC Capital Markets CorporationBroker
UBS Financial Services INC.Broker
Northern Trust Securities, INC.Broker
State Registrations14 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.
Exams
More Advisors
- Chris BillingsleyUBS Financial Services INC.
- Forrest FielderUBS Financial Services INC.
- Shawn MeeksUBS Financial Services INC.
- Christian ZwickyUBS Financial Services INC.
- Serena ManfreUBS Financial Services INC.
- Robert Giordano, CFPUBS Financial Services INC.