Isaac Ulbrich, financial advisor Wichita KS
88 score

Isaac Ulbrich

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
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
Contact Info for Isaac W. Ulbrich
Phone Number: 855-262-0913
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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