James Michael Sizemore

Current Employers

Ulrich Investment Consultants

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

Current Registrations

Authority	Category	Status	Date
OR	RA	APPROVED	2025-01-01

OR RA
APPROVED

Since 2025-01-01

Branch Locations

Newberg, OR • 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

Organization	City	State	From	To
Strategic Wealth Management, Inc.	Kirkland	WA	01/1998	03/2022
Ulrich Consultants And Investment Group, Llc	Newberg	OR	03/2022	Present

01/1998 → 03/2022

Strategic Wealth Management, Inc.

Kirkland, WA
03/2022 → Present

Ulrich Consultants And Investment Group, Llc

Newberg, OR

Previous Registrations

1998-10-19 → 2022-03-31

Strategic Wealth Management Inc

Kirkland, WA

Other Businesses

Mr. Sizemore is the CFO and shareholder of Strategic Wealth Management, Inc.(SWM). SWM has deregistered and has ceased client related business to resolve any conflict of interest. In addition, Mr. Sizemore does not receive any compensation for his SWM CFO role. James M. Sizemore does not receive any economic benefit for providing advisory services beyond the scope of Ulrich Investment Consultants.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-08-28

S65 Uniform Investment Adviser Law Examination

1995-08-28

Other Names

James Micheal Sizemore

View on SEC IAPD