Molly Pauli Ritz-schalk
Investment adviser representative at Ulrich Investment Consultants
14 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.6BFirm assets
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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
14 years in the industry.
- Ulrich Consulting and Investment Group, LLCFeb 2022 to now
- Ulrich Investment ConsultantsJan 2012 to now
- Ulrich Consulting and Investment Group, LLCFeb 2021 to Dec 2021
- Ulrich Consulting Group, LLCJun 2018 to Dec 2020
- Ulrich Consulting Group, LLCJan 2017 to May 2018
- Ulrich Consulting Group, LLCNov 2012 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2011
State registrations
Registered as an investment adviser representative in 2 states (NM, 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
- 5908566
- Firm CRD
- 159499