Kristen Zaharski
Kristen Zaharski is a registered investment advisor at UBS Financial Services INC., based in Chicago, IL, with 5 years of industry experience. Kristen 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
1 North Wacker Drive, 32nd & 33rd, Chicago, IL, 60606
Get directionsHistory
Regulatory History (1)
Criminal
June 2003Other Business Activities
Kristen was approached to be Treasurer of the Board for Mother's Club - St. Juliana School, which involves fundraising, social events, and raffles benefiting the school. She has not yet accepted the position pending UBS approval.
Employment History
Current Registrations
UBS Financial Services INC.
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations34 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
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