UBS Financial Services
46yrs
Top 1% by experience in Ohio
14yrs
Brandy Risheill
Full name on record: Brandy Renae Risheill
Financial advisor at UBS Financial Services
Brandy Risheill is a fiduciary financial advisor in Miamisburg, Ohio, with 14 years in the industry. Brandy joined UBS Financial Services in 2016, after less than a year at Wells Fargo Advisors. 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 180 advisors with offices in Miamisburg, and one of 157 fiduciaries.
At a glance
Experience14 years (since 2012)
How that compares ?14 years in the industry
Office3601 Rigby Road Suite 500, Miamisburg, OH 45342
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
- 2016 – nowUBS Financial Services Inc.Current firm
- Oct 2015 – Apr 2016Wells Fargo Clearing Services, LLCPreviously
- 2012 – 2015UBS Financial Services Inc.Previously
Contact Brandy
(201) 352-3000Firm headquarters in Weehawken, NJ. Ask for Brandy. 3601 Rigby Road Suite 500Miamisburg, OH 45342Office · Get directions LinkedIn pageUBS Financial Services
Is this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Brandy
Tailored to Brandy’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
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Brandy
How do I contact Brandy?
Call UBS Financial Services at (201) 352-3000 and ask for Brandy Risheill. Brandy works from the Miamisburg, OH office.
How long has Brandy been a financial advisor?
Brandy has been in the industry since 2012, about 14 years. 14 years in the industry.
What licenses does Brandy hold?
Series 66. Tap any license on this page to see what it allows.
Is Brandy a fiduciary?
Brandy is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Brandy 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 Brandy 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.
Other advisors nearby
UBS Financial Services
46yrs
Top 1% by experience in Ohio
UBS Financial Services
45yrs
Top 1% by experience in Ohio
Stifel, Nicolaus & Company
44yrs
Top 1% by experience in Ohio
UBS Financial Services
44yrs
Top 1% by experience in Ohio
UBS Financial Services
43yrs
Top 1% by experience in Ohio