Patricia A Tisdale

Employer firm

Ulrich Investment Consultants CRD 159499

$3.62B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2014 → 11/2017
  Lpl Financial Llc
  Spokane, WA
• 04/2014 → 11/2017
  Pinkerton Retirement Specialists, Llc
  Spokane, WA
• 07/2011 → 03/2018
  Estate Strategies, Inc
  Spokane, WA
• 08/2017 → 12/2020
  Ulrich Consulting Group, Llc
  Spokane, WA
• 01/2021 → Present
  Ulrich Consulting And Investment Group, Llc
  Spokane, WA

Previous Registrations

• 2014-04-01 → 2017-11-06
  Pinkerton Wealth Partners
  Spokane, WA
  Coeur D'ALene, ID
• 2011-08-17 → 2014-10-09
  Lpl Financial Llc
  Spokane, WA
• 2011-11-09 → 2014-04-01
  Abridge Partners, Llc
  Spokane, WA
• 2009-02-11 → 2011-02-14
  Ubs Financial Services Inc.
  Spokane, WA
• 2007-10-25 → 2009-08-19
  Abridge Partners, Llc
  Spokane, WA
• 2007-07-11 → 2008-01-30
  Ffr Advisory Llc
  Spokane, WA
• 2006-02-14 → 2007-07-12
  Fsc Securities Corporation
  Spokane, WA
• 2001-04-04 → 2005-11-09
  Icm Asset Management Inc
  Spokane, WA

Exams

• S63 Uniform Securities Agent State Law Examination
  2006-03-02
• S65 Uniform Investment Adviser Law Examination
  1999-09-29

Other Names

• Patti Tisdale
• Patricia Fox
• Patricia Ann Fox
• Patti Ann Fox
• Patricia Ann Tisdale
• Patricia A Tisdale