Patricia A Tisdale
Investment adviser representative at Ulrich Investment Consultants
15 yearsExperience
2 statesRegistered in
$3.6BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
15 years in the industry.
- Ulrich Consulting and Investment Group, LLCJan 2021 to now
- Ulrich Investment ConsultantsAug 2017 to now
- Ulrich Consulting Group, LLCAug 2017 to Dec 2020
- LPL Financial LLCApr 2014 to Nov 2017
- Pinkerton Retirement Specialists, LLCApr 2014 to Nov 2017
- Estate Strategies, IncJul 2011 to Mar 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law1999
- Series 63 · Uniform Securities Agent State Law2006
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
Ulrich Investment Consultants
Legal name: Ulrich Consulting and Investment Group, LLC
$3.6BAssets managed
301Clients
12Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2789599
- Firm CRD
- 159499