Molly
Ritz-Schalk
Ulrich Investment Consultants
Answer a few questions and
get matched with an advisor.
About this Advisor
Molly Ritz-Schalk is a certified financial planner who works in Albuquerque, New Mexico, with 11 years of relevant experience. Ritz-Schalk works at Ulrich Investment Consultants. During their career, Ritz-Schalk has held roles at Ulrich Consulting Group, LLC and Ulrich Consulting And Investment Group, LLC. Ritz-Schalk holds Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to work in New Mexico and Texas. Ulrich Investment Consultants is a financial advisory firm operating out of Albuquerque, NM. The investment advisory business has offices in four locations and a total of 20 advisors. It handles $3 billion in assets under management among its 871 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm advises 16 charitable organizations. Of its 871 client accounts, 38% are associated with high-net-worth clients who have at least $1 million in investable assets. The company provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees charged by financial advisors usually depend on the financial services provided. Fees billed by Ulrich Investment Consultants can be comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Ulrich Investment Consultants Brokerage Details
$2,748,530,621
20
871
$3,155,603
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Molly Ritz-Schalk Work History
Molly has been registered as a financial advisor for 11 years.*
Ulrich Consulting And Investment Group, LLC
Ulrich Consulting And Investment Group, LLC
Ulrich Consulting Group, LLC
Ulrich Consulting Group, LLC
Ulrich Consulting Group, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Molly Ritz-Schalk to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Ulrich Investment Consultants
Albuquerque, NM
San Antonio, TX
Albuquerque, NM
Las Vegas, NV
Spokane, WA
Albuquerque, NM
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
