Amanda Marie Romero
Investment adviser representative at Ulrich Investment Consultants
11 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
11 years in the industry.
- Ulrich Consulting and Investment Group, LLCJan 2026 to now
- Ulrich Investment ConsultantsFeb 2022 to now
- Ulrich Consulting and Investment Group, LLCJun 2023 to Dec 2025
- Ulrich Consulting and Investment Group, LLCApr 2021 to May 2023
- Northwestern MutualJan 2020 to Mar 2021
- School Tutoring AcademySep 2018 to Oct 2019
- University of New MexicoJan 2017 to Dec 2019
- Central New Mexico Community CollegeAug 2015 to Dec 2016
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NM).
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
- 7200263
- Firm CRD
- 159499