Spencer Joseph Ulrich

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 05/2015 → 05/2017
  Walgreens Company
  Sioux Falls, SD
• 05/2017 → 09/2018
  Lipetzky's Irrigation & Landscape
  Tea, SD
• 05/2019 → 05/2021
  First Premier Bank
  Sioux Falls, SD
• 06/2021 → 07/2021
  Avail Wealth Management, Llc
  Huron, SD
• 10/2021 → Present
  First Premier Bank
  Sioux Falls, SD
• 08/2017 → 05/2021
  Augustana University
  Sioux Falls, SD
• 08/2013 → 05/2017
  Lincoln High School
  Sioux Falls, SD
• 10/2021 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 02/2022 → Present
  Cetera Investment Advisers Llc
  Sioux Falls, SD

Other Businesses

1. FIRST PREMIER BANK, REFERRALS TO ALL DEPARTMENTS OF THE BANK 2. BOARD MEMBER OF FINANCE COMMITTEE AT THE SALVATION ARMY OF SIOUX FALLS; ANALYZE AND BREAKDOWN FINANCIAL STATEMENTS; 1 HR/WK 3. MEMBER OF AUGUSTANTA UNIVERSITY ALUMNI ASSOCIATION

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-04
• S63 Uniform Securities Agent State Law Examination
  2021-12-30

Other Names

• Spencer Ulrich