Mr. Jon W. Ulin, CFP®
Ulin & Co. Wealth Management was founded in 2002 on traditional values, integrity and personal service. We serve as our client’s personal “CFO” and financial advocate to help grow, protect and transfer wealth for generations. Our focus is to provide sound investment management, retirement counseling and financial planning expertise that aligns with your unique needs, goals and vision of your financial future.
Our firm is a branch office of LPL Financial (LPL.com) -the nation’s largest independent broker-dealer.* As an independent SEC-Registered Investment Advisor (RIA), we take great pride in working free from proprietary products, sales goals or conflicts of interest.
Don’t Be Just a Number! Call Jon W. Ulin, CFP®, Private Wealth Advisor & Managing Principal of U&CO at (561) 210-7887 to schedule a complementary portfolio risk analysis & retirement consultation. *******************
(Disclosures) *(LPL Financial) As reported by Financial Planning Magazine, June 1996-2015 based on total revenue.******For a list of states I am registered to conduct securities business, please visit my website.******Securities offered through LPL Financial | Member FINRA |SIPC Investment Advice offered through Ulin & Co. Wealth Management a Registered Investment Advisor and separate entity from LPL Financial
Year CFP® Certification Received: 2007
CFP Board Disciplinary History:
Bankruptcy Disclosure in Last 10 Years:
Compensation Method: None Provided
Minimum Investable Assets: $250,000
Specialties: Asset Allocation, Investment Management, Investment Planning, Retirement Planning, Wealth Management
Typical Client Profile
Average Net Worth: Not Applicable
Average Income: Not Applicable
Average Age: 45-54, Generation Y, 65-74, Generation X, Baby Boomers, 75 or older
Profession: Not Applicable
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