John Ulrich, financial advisor Albuquerque NM
93 score

John Ulrich

CRD Number: 1296113
Current Firm: Ulrich Consulting Group, LLC

John Ulrich (CRD# 1296113) is an Investment Advisor Representative working at Ulrich Consulting Group, LLC in Albuquerque, NM and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Ulrich Consulting Group, LLC Albuquerque, NM Jan 2012 - Current 4
Sovereign Investment Advisors, LLC Phoenix, AZ Mar 2009 - Dec 2011 2
Sovereign Wealth Management Mesa, AZ Nov 2006 - Mar 2009 2
Strategic Wealth Management, Inc. Mercer Island, WA Oct 2000 - Nov 2006 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1992
S65 NASAA Investment Advisors Law Examination Oct 1992
Contact Info for John P. Ulrich
Phone Number: 505-224-9100
Firm Website:
Registered State(s):
  • NM
  • TX
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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