Kelly Marie Villagrana
Investment adviser representative at Ulrich Investment Consultants
15 yearsExperience
1 stateRegistered 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 Investment ConsultantsApr 2022 to now
- Ulrich Consulting and Investment Group, LLCMar 2022 to now
- LPL Financial LLCOct 2018 to Mar 2022
- Pourtastic Tastings, LLCDec 2017 to Oct 2018
- HomemakerApr 2017 to Dec 2017
- LPL FinancialMar 2011 to Apr 2017
Exams passed
- Series 66 · Uniform Combined State Law2004
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
- 4687773
- Firm CRD
- 159499