Amy Christine Ullrich

Employer firm

Onedigital CRD 106766

$155B regulatory AUM 175 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

• 07/2016 → 03/2018
  Unemployed
  Puyallup, WA
• 04/2018 → 08/2019
  Lpl Financial
  Tacoma, WA
• 08/2019 → 06/2024
  Asi Wealth Management
  Seattle, WA
• 06/2024 → Present
  Onedigital Investment Advisors Llc
  Overland Park, KS

Previous Registrations

• 2018-04-11 → 2019-08-29
  Lpl Financial Llc
  University Place, WA
• 2007-03-23 → 2016-07-01
  Russell Investments
  Seattle, WA

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-07-24
• S66 Uniform Combined State Law Examination
  2007-03-22

Other Names

• Amy Christine Mattson
• Amy Ullrich
• Amy Mattson