D Andrew Ulrich

Employer firm

Edward Jones CRD 250

$1.01T regulatory AUM 28,751 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

• 11/2025 → Present
  Edward Jones
  St. Louis, MO
• 07/2023 → 09/2025
  United Way Of Northwest Michigan
  Traverse City, MI
• 08/2021 → 07/2023
  United Way Of Wexford Missaukee Counties
  Cadillac, MI
• 09/2007 → 04/2020
  Northern Lakes Community Mental Health
  Cadillac, MI
• 05/2020 → 08/2021
  Unemployed
  Cadillac, MI

Exams

• S66 Uniform Combined State Law Examination
  2026-01-29