Isaac UlbrichCRD Number: 6278459
Current Firm: On Investment Management Co
Isaac Ulbrich (CRD# 6278459) is an Investment Advisor Representative working at On Investment Management Co in Wichita, KS and has over 3 years of experience in the finance industry.
Cambridge Investment Research Advisors, Inc.
Ameriprise Financial Services, Inc.
|The O.n. Equity Sales Company||Cincinnati, OH||May 2016 - Current||1|
|Ohio National Financial Services||Cincinnati, OH||May 2016 - Current||1|
|Strategic Financial Concepts, Inc.||Wichita, KS||Apr 2016 - Current||1|
|Unemployed||Wichita, KS||Jan 2016 - Apr 2016||< 1|
|Bank Of America, N.a.||Wichita, KS||Jul 2015 - Dec 2015||< 1|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Wichita, KS||Jun 2014 - Dec 2015||1|
|Merrill Lynch Wealth Management||Wichita, KS||Dec 2013 - May 2014||< 1|
|Wichita State University||Wichita, KS||May 2012 - May 2014||2|
|Custom Rx||Wichita, KS||Aug 2010 - May 2014||3|
|Wichita State University||Wichita, KS||Jan 2009 - Dec 2013||4|
|Kansas State University||Manhattan, KS||Jan 2012 - May 2012||< 1|
|The Slope||Wichita, KS||Oct 2009 - Apr 2011||1|
|Usd 266 Maize||Maize, KS||Jun 2010 - Aug 2010||< 1|
|Usd 266 Maize||Maize, KS||Aug 2004 - May 2009||4|
|Withers, Gough, Pike, Pfaff & Peterson, LLC||Wichita, KS||May 2008 - Aug 2008||< 1|
|Hein Lawn Service||Valley Center, KS||Jun 2005 - Dec 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management832MILLIONS
Total Number of Accounts6,888ACCOUNTS
Average Account Value$120,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.