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Aaron W Schalk

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 2026-07-13
  • NM RA
    APPROVED
    Since 2026-07-13

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
Aspen Accounting, Llc Albuquerque NM 01/2014 12/2022
Ulrich Consulting And Investment Group, Llc Albuquerque NM 08/2022 Present
  • 01/2014 → 12/2022
    Aspen Accounting, Llc
    Albuquerque, NM
  • 08/2022 → Present
    Ulrich Consulting And Investment Group, Llc
    Albuquerque, NM
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-11
  • S65 Uniform Investment Adviser Law Examination
    2026-07-11

View on SEC IAPD

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