Clark Ulrich has more than 20 years in the financial services industry servicing clients with a wide variety of insurance and investment services. He has tailored his practice to specialize with pre and post retirees in the areas of:
- Investment Strategies
- Income Distribution Strategies
- 401k Rollovers
- Life Insurance and Annuities
- Estate Planning Strategies
- Wealth Transfer
Clark’s practice centers around helping individuals prepare for and implement retirement strategies to help protect their assets and help ensure that their money and lifestyles last throughout their retirement years. Clark’s unique approach to creating financial strategies centers on what people want their money to do for them and then uses the sound financial strategies and techniques to help properly protect and position their investments. He uses his vast knowledge of personal retirement issues to help clients avoid common and sometimes permanent financial mistakes.
Clark is a Qualifying Member of the Million Dollar Round Table (MDRT)*, which comprises the world's life insurance and financial services professionals. He also is a member of NAIFA (National Association of Insurance and Financial Advisors) and is an Investment Advisor Representative (IAR). He earned his bachelor’s degree from Weber State University in Ogden, UT where he grew up. He enjoys the outdoors, especially boating at Lake Powell, hiking, biking and vacationing with his family.
Clark and his wife, Kathy, live in Ogden and have five children.
Office located at: Ulrich & Associates, 4991 S. Harrison Blvd, Ogden, UT 84403. Ulrich and Associates, PC is independently owned and operated. *Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
Clark Ulrich is a Registered representative and an investment advisor representative of Securian Financial Services, Inc.