Mr. Jon W. Ulin, CFP®
Ulin & Co. Wealth Management was founded in 2002 on traditional values, integrity and personal service. Our focus is to provide sound investment management, retirement counseling and financial planning expertise that aligns with your unique needs and vision of your financial future.
Call Jon W. Ulin, CFP®, Managing Principal at (561) 210-7887 to schedule a complementary portfolio risk analysis & retirement income consultation. *******************
Our firm is a branch office of LPL Financial (LPL.com) -the nation’s largest independent broker-dealer.********************
(Disclosures) *(LPL Financial) As reported by Financial Planning Magazine, June 1996-2017 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: Commission and Fee
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, 65-74, 75 or older
Profession: Not Applicable
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