Clark Ulrich is a registered investment advisor at Cetera Investment Advisers LLC, based in Ogden, UT, with 27 years of industry experience. Clark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
4991 S Harrison Blvd, Ogden, UT, 84403
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Clark owns CFU Enterprises, LLC, a pass-through entity for tax purposes established in 2013, requiring minimal time. Clark is also a financial professional with IMG Financial Group since 2023, dedicating full-time hours to financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Salomon Smith Barney INC.Broker
State Registrations9 states
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