Experience Makes all the difference

We believe that by taking a comprehensive approach as early as possible, we can help you pursue your financial goals more effectively. We can help design a flexible wealth management plan that is appropriate for you and your family, while also taking advantage of potential tax-saving opportunities and our experience in helping manage assets.*

* Neither UBS Financial Services Inc. nor any of its employees provide legal or tax advice. You must consult with your legal or tax advisor regarding your personal circumstances. 

Brian M. Kamin

Senior Vice President - Wealth Management
Wealth Advisor
651-298-1686

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As a Wealth Advisor and Senior Vice President - Wealth Management, I advise individuals, corporations and non-profit organizations on a wide range of financial strategies.

I advise my clients on individual stocks, taxable and tax-exempt bonds, mutual funds, annuities, IRAs, 401(k)'s, 529 plans, stock option exercises, retirement plan distribution rollovers, securities backed lending, banking services, long-term care insurance and life insurance.

I focus on investment planning, retirement planning, education planning, estate planning strategies and insurance planning.

Accomplishments

  • Certified Public Accountant - non practicing
  • Earned the UBS Wealth Advisor designation for completing UBS' comprehensive wealth management training.
  • Participated in Stanford University Graduate School of Business Wealth Management workshop in 2009.

Education

  • B.S. Accounting and Business, University of Minnesota

Personal & Community

  • My wife and I live in the Twin Cities. We have two adult children.
  • I am active in a number of local non-profit Boards of Directors.
  • I enjoy golfing, walking, business reading, and attending sporting events


Registered States:
AZ, CA, CT, FL, IL, IN, MA, MN, MT, NM, NY, OH, OR, PA, TX, UT, VA, WA, WI

Susan E. Seidl

Senior Client Service Associate
651-298-1619

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Susan provides quality service and assistance to clients. She handles daily maintenance and service requests from clients and maintains client account information. Susan has been in the industry for 30 years. She looks forward to exceeding our goal of providing clients with quality service and guidance. Susan enjoys the outdoors, hiking, camping, boating and fishing with family and friends.


Registered States:
AZ, CA, FL, IL, MA, MN, MO, MT, NJ, NY, OR, TX, WI

Julie A. Heidenreich

Senior Client Service Associate
651-298-1674

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Julie has been in the industry for 13 years. She helps Susan with client service and guidance as needed. Julie takes great pride in having happy clients. In her spare time Julie enjoys reading, gardening, and entertaining.


Registered States:
AR, AZ, CA, CO, FL, GA, IA, IL, KS, LA, MA, MI, MN, MO, MT, NC, ND, OR, PA, SC, SD, TN, TX, VA, WA, WI, WY