Wells Fargo Advisors
43yrs
Top advisor by experience in Bangor
18yrs
Kelly Scheetz has worked in the financial industry for 18 years and is a fiduciary financial advisor based in Bangor, Maine. Kelly joined UBS Financial Services in 2009, a firm offering financial planning, investment management, and retirement plan consulting. UBS Financial Services reports being paid through a percentage of assets, hourly fees, and flat fees.
One of 85 advisors with offices in Bangor, and one of 80 fiduciaries.
At a glance
Experience18 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
OfficeOne Merchants Plaza Third Floor, Bangor, ME 04401
How the firm is paid ?Percent of assets, Hourly, Flat fee, Commissions, Other
Typical client at the firm ?$693,691
Advisors at the firm9,367
States licensed ?2 states
Services through UBS Financial Services
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsSecurity ratings or pricingEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2009 – nowUBS Financial Services Inc.Current firm
Contact Kelly
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Kelly. One Merchants Plaza Third FloorBangor, ME 04401Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Kelly
Tailored to Kelly’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Kelly
How do I contact Kelly?
Call UBS Financial Services at (201) 352-3000 and ask for Kelly Scheetz. Kelly works from the Bangor, ME office.
How long has Kelly been a financial advisor?
Kelly has been in the industry since 2009, about 18 years. More experience than 55% of advisors nationwide.
What licenses does Kelly hold?
Series 66. Tap any license on this page to see what it allows.
Is Kelly a fiduciary?
Kelly is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kelly paid?
UBS Financial Services reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products, other fees. Ask Kelly for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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