Aaron Ulrich

Aaron Ulrich

Relationship Manager, Southwest Region

A veteran financial advisor, Aaron joins the RetireOne team from Waddell & Reed, where he helped clients invest and build retirement plans for nearly nine years. In addition to Waddell and Reed, Aaron has experience in banking and real estate investing. He earned his FINRA series 7 and 66 licenses in 2008, and holds state registrations in Arizona, California, Utah, and Kentucky (insurance license #679471).

Aaron graduated with a BS in Business Administration and Finance from the University of Louisville. Away from the office he enjoys spending time with his wife and step daughter and volunteers as a referee with his church’s youth basketball league.

Check the background of Aaron on FINRA’s BrokerCheck

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