Aaron W Schalk
Investment adviser representative at Ulrich Investment Consultants
12 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
12 years in the industry.
- Ulrich Investment ConsultantsJul 2026 to now
- Ulrich Consulting and Investment Group, LLCAug 2022 to now
- Aspen Accounting, LLCJan 2014 to Dec 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8236701
- Firm CRD
- 159499