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This profile was last updated on 11/22/14  and contains information from public web pages and contributions from the ZoomInfo community.

Founding Lecturer

Email: k***@***.com
The Retirement Advisor University at UCLA's Anderson School of Management
 
Background

Employment History

Board Memberships and Affiliations

Education

  • MA
    UCLA
  • BS
    University of Southern California
  • MBA degrees
    University of Southern California
23 Total References
Web References
Partners | Salazar, Steer, Thomasy & Ulrich Group
www.sstugroup.com, 22 Nov 2014 [cached]
Ken Ulrich kulrich@sstugroup.com
Ken has more than 20 years of experience in the retirement plan industry. Ken is an LPL Registered Representative and Investment Advisor Representative with FINRA series 7, 63 and 65 registrations with LPL Financial. He has BS and MBA degrees from the University of Southern California and an MA from UCLA. His industry designations include Accredited Investment Fiduciary (AIF), Professional Plan Consultant (PPC), and PlanSponsor Retirement Professional (PRP). He is also a Founding Lecturer at The Retirement Advisor University at UCLA's Anderson School of Management.
OCSOA Executive Board | OCSOA.org
www.ocsoa.org, 18 Oct 2014 [cached]
Ken Ulrich President
Ken Ulrich The ...
www.trauniversity.com [cached]
Ken Ulrich The Retirement Advisor University
...
Ken Ulrich Sr. Vice President Complete Pension Services Inc.
Ken has more than twenty years of experience in the institutional retirement plan industry advising both DC and DB plans in Southern California. His designations include Accredited Investment Fiduciary (AIF) and PlanSponsor Retirement Professional (PRP). He is a senior partner with Complete Pension Services, Inc., a NRP member firm, advising more than 100 qualified retirement plans with more than 10,000 participants. Ken holds BS and MBA degrees from the University of Southern California, and an MA from UCLA.
The Center for Due Diligence - 401k Planning, 401k Analysis - Sales Ideas
www.401kduediligence.com [cached]
Submitted by Ken Ulrich, VP with Complete Pension Services
American Legion American Legion Newport Harbor Post 291 : POST OFFICERS
www.al291.com, 10 Oct 2013 [cached]
Ken Ulrich 1st Vice Commander
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