Best Investors Account Sign in
Inactive

Matthew Charles Ulrick

Edelman Financial Engines

Dallas, TX

Austin, TX

San Antonio, TX

Claim This Profile
Current Employers
Edelman Financial Engines

3945 Freedom Circle, Santa Clara, CA 95054 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2016-11-30
  • TX RA
    APPROVED
    Since 2016-11-30

Branch Locations

13727 Noel Rdtower 2, Suite 1075, Dallas, TX 75240 • United States

1111 W 6Th St Suite 310, Austin, TX 78703 • United States

19026 Ridgewood Parkway Suite 316, San Antonio, TX 78259 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Tmfs Advisors, Llc Overland Park KS 11/2014 11/2016
Financial Engines Advisors L.L.C. Austin TX 11/2016 01/2024
Edelman Financial Engines, L.L.C. Santa Clara CA 01/2024 Present
  • 11/2014 → 11/2016
    Tmfs Advisors, Llc
    Overland Park, KS
  • 11/2016 → 01/2024
    Financial Engines Advisors L.L.C.
    Austin, TX
  • 01/2024 → Present
    Edelman Financial Engines, L.L.C.
    Santa Clara, CA
Previous Registrations
  • 2014-11-18 → 2016-11-30
    Financial Engines Advisor Center, Llc
    Austin, TX
    Overland Park, KS
  • 2009-11-06 → 2014-11-10
    Td Ameritrade, Inc.
    Austin, TX
    Austin, TX
    Fort Worth, TX
    Omaha, NE
  • 2010-11-12 → 2014-11-10
    Td Ameritrade Investment Management, Llc
    Omaha, NE
    Austin, TX
  • 2009-01-02 → 2009-04-14
    Securian Financial Services, Inc.
    Dallas, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-21
  • S66 Uniform Combined State Law Examination
    2008-10-21
Designations
Other Names
  • Matthew Charles Ulrick
  • Matthew Ulrick

View on SEC IAPD

Other Firms

RETIREMENT ADVISORS, LLC
7TH HARVEST INVESTMENTS
ADVISOR RESOURCE COUNCIL
PRIME SENTRY WEALTH MANAGEMENT LLC
OPENAIR FINANCIAL, LLC
GENEOS WEALTH MANAGEMENT, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
KESTRA ADVISORY SERVICES, LLC

Other Investors

MICHAEL CHARLES PERRY
Samuel James Perry
Michael Charles Perry
CHESTER ANDERSON
EARL JEFFERSON
THOMAS MARC YOUNG
RYAN YANCY MULLIN
Leonid Murashkovskiy

Other Offices

RETIREMENT ADVISORS, LLC · DALLAS, TX
7TH HARVEST INVESTMENTS · DALLAS, TX
ADVISOR RESOURCE COUNCIL · Dallas, TX
PRIME SENTRY WEALTH MANAGEMENT LLC · ADDISON, TX
OPENAIR FINANCIAL, LLC · Dallas, TX
GENEOS WEALTH MANAGEMENT, INC. · Addison, TX
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Addison, TX
KESTRA ADVISORY SERVICES, LLC · ADDISON, TX

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor