Evan Whittier Gerald
Investment adviser representative at Ulrich Investment Consultants
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Ulrich Consulting and Investment Group, LLCJan 2026 to now
- Ulrich Investment ConsultantsDec 2016 to now
- Ulrich Consulting and Investment Group, LLCJan 2024 to Dec 2025
- Ulrich Consulting and Investment Group, LLCJan 2022 to Dec 2023
- Ulrich Consulting and Investment Group, LLCJan 2021 to Dec 2021
- Ulrich Consulting GroupNov 2016 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
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
- 6729426
- Firm CRD
- 159499