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Timothy Joel Ulfig

Cherry Creek Family Offices

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About Timothy Joel Ulfig

Timothy Ulfig is a registered Investment Advisor Representative in Colorado and Texas. Timothy has been in the industry since 1994, working for several major financial firms including Piper Jaffray, UBS, and Morgan Stanley. He has a Series 7, 63 and 65 license. Currently, Timothy is an Investment Advisor Representative at Cherry Creek Family Offices, where he manages the portfolios of high net worth individuals, families, and pooled investment vehicles. Timothy has a strong track record of providing personalized and tailored investment advice to his clients. He is committed to helping his clients achieve their financial goals.

Firm Information

Timothy Ulfig is currently registered with Cherry Creek Family Offices. Cherry Creek Family Offices is an investment advisor based in Denver, Colorado. They specialize in providing financial planning, portfolio management for individuals, businesses, and pooled investment vehicles. The firm manages approximately $1.64 billion in assets, primarily for high-net-worth individuals and pooled investment vehicles.
Cherry Creek Family Offices

210 UNIVERSITY BLVD

DENVER, CO 80206

$1.64B

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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Timothy Ulfig’s Registration & Firm History

CO

05/05/2011 - Present

Cherry Creek Family Offices (DENVER CO)

NJ

10/10/2006 - 11/29/2007

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

MN

09/07/2005 - 09/22/2006

PIPER JAFFRAY & CO. (MINNEAPOLIS MN)

OH

04/29/2005 - 08/31/2005

ANCORA SECURITIES, INC. (CLEVELAND OH)

NY

09/03/1999 - 05/05/2003

MORGAN STANLEY DW INC. (PURCHASE NY)

MN

07/21/1994 - 09/16/1999

PIPER JAFFRAY INC. (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 01/19/2007

Series 66 - Uniform Combined State Law Examination

IA

Issued 08/03/1994

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 07/20/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Timothy Joel Ulfig.
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