Evan Whittier Gerald

Employer firm

Ulrich Investment Consultants CRD 159499

$3.62B regulatory AUM 3 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

• 11/2016 → 12/2020
  Ulrich Consulting Group
  Albuqerque, NM
• 02/2009 → 10/2016
  Johnson Controls
  San Antonio, TX
• 01/2021 → 12/2021
  Ulrich Consulting And Investment Group, Llc
  Albuqerque, NM
• 01/2022 → 12/2023
  Ulrich Consulting And Investment Group, Llc
  Albuqerque, NM
• 01/2024 → 12/2025
  Ulrich Consulting And Investment Group, Llc
  San Antonio, TX
• 01/2026 → Present
  Ulrich Consulting And Investment Group, Llc
  San Antonio, TX

Other Businesses

Independent insurance agent, since 9/2017, offers fixed and variable life insurance (and disability) products and receives normal and customary commissions. 4 Bowood, San Antonio, TX 78218. Approximately 16 hours a month.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-12-22

Designations

• Certified Financial Planner