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Amanda Marie Romero

Ulrich Investment Consultants

Albuquerque, NM

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Current Employers
Ulrich Investment Consultants

1805 Rio Grande Boulevard Nw Suite 1, Albuquerque, NM 87104 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2022-02-21
  • NM RA
    APPROVED
    Since 2022-02-21

Branch Locations

1805 Rio Grande Boulevard Nw Suite 1, Albuquerque, NM 87104 • 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
Ulrich Consulting And Investment Group, Llc Albuquerque NM 04/2021 05/2023
Northwestern Mutual Albuquerque NM 01/2020 03/2021
School Tutoring Academy Albuquerque NM 09/2018 10/2019
Central New Mexico Community College Albuquerque NM 08/2015 12/2016
University Of New Mexico Albuquerque NM 01/2017 12/2019
Ulrich Consulting And Investment Group, Llc Albuquerque NM 06/2023 12/2025
Ulrich Consulting And Investment Group, Llc Albuquerque NM 01/2026 Present
  • 04/2021 → 05/2023
    Ulrich Consulting And Investment Group, Llc
    Albuquerque, NM
  • 01/2020 → 03/2021
    Northwestern Mutual
    Albuquerque, NM
  • 09/2018 → 10/2019
    School Tutoring Academy
    Albuquerque, NM
  • 08/2015 → 12/2016
    Central New Mexico Community College
    Albuquerque, NM
  • 01/2017 → 12/2019
    University Of New Mexico
    Albuquerque, NM
  • 06/2023 → 12/2025
    Ulrich Consulting And Investment Group, Llc
    Albuquerque, NM
  • 01/2026 → Present
    Ulrich Consulting And Investment Group, Llc
    Albuquerque, NM
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-18
  • S65 Uniform Investment Adviser Law Examination
    2022-02-18
Designations
Other Names
  • Amanda Marie Geery

View on SEC IAPD

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Jean-Marc D Grindatto
GREGORY JOSEPH ZANETTI

Other Offices

AAN WEALTH ADVISORS LLC · Albuquerque, NM
DXD CAPITAL · ALBUQUERQUE, NM
ALLWORTH FINANCIAL, L.P. · ALBUQUERQUE, NM
EDWARD JONES · ALBUQUERQUE, NM
ZANETTI FINANCIAL, LLC · ALBUQUERQUE, NM
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER · ALBUQUERQUE, NM
AMERIPRISE FINANCIAL SERVICES, LLC · ALBUQUERQUE, NM
LPL FINANCIAL LLC · ALBUQUERQUE, NM

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