Ryan David Wilkinson

Financial advisor at UBS Financial Services Inc. · Portland, OR

Last updated 2026-10-10

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Ryan David Wilkinson is a financial advisor at UBS Financial Services Inc. in Portland, OR, CRD 7425753. Licenses and exams on the registration: Series 66. IAPD registration began 2022-08-19.

Registration

CRD number
7425753
Registration status
Active
IAPD registration
2022-08-19
Industry Experience
4 years
Work Experience
11 years
States registered
WA

Licenses and exams

  • Series 66

Work history

  • 2014-11 to 2021-09 · Lenz Financial Group · Portland, OR
  • 2021-09 to Present · UBS Financial Services Inc · Portland, OR

Current employment

SEC IAPD record for Ryan David Wilkinson

UBS Financial Services Inc.

Regulatory AUM
$915,793,138,114
Registered advisors
9,369
Offices
2,657
Clients per advisor
122.2 (High)
Average AUM per client
$800.1K (Low)
High-net-worth client ratio
74.6% (High)

UBS Financial Services Inc.: advisors, services and reported ETF investments

About

Ryan David Wilkinson is a financial advisor at UBS Financial Services Inc. in Portland, OR. Reported securities licenses include Series 66. The latest record indicates 4 years of industry experience and 11 years of reported work history. Reported roles include Lenz Financial Group.

UBS Financial Services Inc.'s firm-level Form ADV reports 9,369 advisors across 2,657 offices; approximately 122.2 clients per advisor, average assets per client of $800,107, and regulatory AUM of $915.8B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Pooled investment vehicles, Pension and profit-sharing plans, Charitable organizations; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Businesses or Institutional Clients, Pension Consulting Services, Selection of Other Advisers.

What this firm offers

Filed by UBS Financial Services Inc. on Form ADV.

Client services

  • Financial Planning Services
  • Individuals and Small Businesses
  • Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Other Advisers
  • Publication of Periodicals or Newsletters
  • Security Ratings or Pricing Services
  • Educational Seminars or Workshops

Fee options

  • Percentage of Assets Under Management
  • Hourly Charges
  • Fixed Fees (Other Than Subscription)
  • Commissions
  • Other

Business and affiliations

  • Broker-Dealer (Registered or Unregistered)
  • Futures Commission Merchant
  • Insurance Broker or Agent
  • Sells Non-Advisory Products or Services
  • Broker-Dealer or Municipal Securities Dea
  • Other Investment Adviser (Incl. Financial
  • Registered Security-Based Swap Dealer
  • Commodity Pool Operator or CTA
  • Futures Commission Merchant
  • Banking or Thrift Institution
  • Trust Company
  • Insurance Company or Agency
  • Pension Consultant
  • Real Estate Broker or Dealer
  • Sponsor or Syndicator of Limited Partners
  • Sponsor or GP of Pooled Investment Vehicl

Location

760 SW 9th Ave, Portland, OR 97205

53 advisors at this office.

UBS office in Portland, OR

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Contact

The firm's filed contact details.

Official record

View the official SEC IAPD record

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