Oppenheimer & Co.
47yrs
Top advisor by experience in Bellevue
27yrs
Michael Bockner
Financial advisor at UBS Financial Services
Michael Bockner is a fiduciary financial advisor in Bellevue, Washington, with 27 years in the industry. Michael joined UBS Financial Services in 2022, after eight years at Merrill and a year at J.P. Morgan Securities. UBS Financial Services offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1483 advisors with offices in Bellevue, and one of 1389 fiduciaries.
At a glance
Experience27 years (since 1999)
How that compares ?Top 20% by experience in Bellevue
Office225 108th Avenue NE Suite 800, Bellevue, WA 98004
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.
Career
- 2022 – nowUBS Financial Services Inc.Current firm
- 2013 – 2022MerrillPreviously
- Jan 2013 – Sep 2013J.P. Morgan Securities LLCPreviously
Contact Michael
Local office(425) 451-2349Ask for Michael. (201) 352-3000Main office · Weehawken, NJ 225 108th Avenue NE Suite 800Bellevue, WA 98004Office · Get directions LinkedIn pageUBS Financial Services
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Questions to ask Michael
Tailored to Michael’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- 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 Michael
How do I contact Michael?
Call Michael’s local office at (425) 451-2349 or the UBS Financial Services main office at (201) 352-3000, and ask for Michael Bockner.
How long has Michael been a financial advisor?
Michael has been in the industry since 1999, about 27 years. Top 20% by experience in Bellevue.
What licenses does Michael hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Michael a fiduciary?
Michael is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Michael 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 Michael 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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