Lasting relationships

Understanding what matters most to you

Bloomington MN UBS

Where are you today and where do you want to be tomorrow? We recognize that a lasting relationship starts by listening and understanding your priorities and concerns. We'll work together to look at the big picture, discuss your vision for the future and help you confidently pursue your life goals.

Three Business people

Pursuing your goals together

Our mission is to provide quality strategies customized to your needs. Our goal is to be your primary source of financial advice. To this end, we concentrate our efforts on developing long-term relationships through a commitment to quality client service.

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    Theresa Olberding

    Director

    Branch Manager

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    • AZ
    • FL
    • MN
    • WI

    Theresa Olberding is the branch manager of the Bloomington, MN branch at UBS.  She has worked in the wealth management industry since 2007 (all at UBS) and in that time, she has held several roles as a Digital Specialist, Operations Manager, Senior Registered Branch Service Associate and Registered Client Service Associate.  Prior to UBS, she spent 5 years in the banking industry. 

    Theresa graduated with a B.A. in Economics from South Dakota State University.  She holds FINRA Series 3, 7, 9, 10 and 66 licenses as well as Accident and Life & Health Insurance licenses.  She lives in Richfield, MN and outside of work, she enjoys travel, hiking, live music and spending time with family and friends. 

      • South Dakota State University, B.A. in Economics with a Business Specialization
        8500 Normandale Lake Boulevard
        Suite 210
        Bloomington, MN 55437
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        Dan Wolkerstorfer

        Associate Director

        Team Administrator

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        • AZ
        • CA
        • FL
        • IA
        • MN
        • ND
        • SD
        • WI
        • WY

        Dan joined UBS in 2017. He has over 20 years of experience in the financial services industry working a variety of roles.  Most recently, he spent 10 years in the Registered Investment Advisory space with an emphasis on training and development, change management, and practice development.

        Dan graduated from Saint Thomas Military Academy and attended the University of Saint Thomas in St. Paul.  He and his wife, Angie, along with their three children, Breeanna, Carson and Carleigh, live in Monticello, MN.

        Outside of work, Dan enjoys attending sports events for his children and spending time in the woods.  He holds his FINRA Series 7, 9, 10, 63, 65 and insurance professional licenses and is also a Certified Retirement Planning Counselor, CRPC®.

          • Saint Thomas Military Academy
          • Chartered Retirement Planning Counselor℠
          681 East Lake Street
          Wayzata, MN 55391

        A focus on personalized access and service

        Working with diverse clients with specific needs, our team sees it as our top responsibility to understand each aspect of your unique and often complicated financial life.

        Our Philosophy

        Our Philosophy

        Retirement planning

        Retirement planning

        Multigenerational planning

        Multigenerational planning

        How do you plan confidently for the retirement you want?

        Start by building a strategy based on the resources and needs over the course of your life.

        Imagine the retirement you want. Then, let’s build a framework to help you pursue it. Learn more at ubs.com/wealthway.

        Backed by the strength of UBS

        A global leader in wealth management

        $2.8 trillion

        In invested assets globally 
        As of 06/30/2022

        51 countries

        Our global footprint

        Global leader

        UBS is a world-leading wealth manager

        Insights