Whitney E Solcher
Investment adviser representative at Ulrich Investment Consultants
13 yearsExperience
1 stateRegistered in
CFADesignation
$3.6BFirm assets
Are you Whitney E Solcher? Claim your profile
Contact this firm
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
13 years in the industry.
- Ulrich Consulting and Investment Group, LLCJan 2021 to now
- Ulrich Investment ConsultantsApr 2019 to now
- Ulrich Consulting Group, LLCApr 2019 to Dec 2020
- Shepherd Kaplan LLCJul 2013 to Mar 2019
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (TX).
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
- 4431461
- Firm CRD
- 159499