Douglas Ulrich
Douglas Ulrich is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Bloomington, IL, with 49 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
3807 GE Rd., Suite 2, Bloomington, IL, 61704
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Douglas is an owner/independent insurance agent for various independent insurance companies since 1976, dedicating a few hours per week. He is also an advisory representative of a registered investment advisor, spending about 10-20% of his time on this. Douglas also owns real estate, spending minimal time on it, and is an IAR under a DBA name, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Cambridge Investment Reserarch, INC.
Lincoln Financial Advisors CorporationBroker
Integrated Resources Equity CorporationBroker
Lincoln National Pension Insurance CompanyBroker
Mutual Service CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations16 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.