Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Aaron? Claim Your ProfileAaron Ulrich is an investment advisor representative with Gradient Advisors, LLC, a firm based in Arden Hills, MN. Aaron is also registered as an investment advisor representative in Kentucky. Aaron has been in the financial services industry since 2008. Aaron's primary focus is on financial planning and portfolio management for individuals and businesses. Aaron holds the Series 7, Series 65 and Series 66 licenses. Aaron specializes in a variety of areas including retirement planning, college savings, and estate planning.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Referral fees
1
2
MN
04/15/2024 - Present
Gradient Advisors, LLC (ARDEN HILLS MN)
KY
03/19/2021 - 10/22/2021
PRUCO SECURITIES, LLC. (LOUISVILLE KY)
KY
09/18/2018 - 07/05/2019
PORTSMOUTH FINANCIAL SERVICES (Louisville KY)
TX
08/25/2016 - 01/04/2017
INVESTMENT PROFESSIONALS, INC. (SAN ANTONIO TX)
KY
07/12/2010 - 08/22/2016
WADDELL & REED (LOUISVILLE KY)
KY
06/01/2010 - 06/30/2010
PNC INVESTMENTS (LOUISVILLE KY)
KY
03/18/2008 - 04/21/2010
WADDELL & REED, INC. (LOUISVILLE KY)
IA
Issued 08/03/2020
Series 65 - Uniform Investment Adviser Law Examination
BOTH
Issued 05/05/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2008
Series 7 - General Securities Representative Examination
Active
Inactive
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