This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ULRICH INVESTMENT CONSULTANTS

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 23, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S66

First exam

Jan 23, 2004

First registration

Jan 26, 2004

Dual registered

no

Other names

KELLY MARIE KLEPACZ|KELLY MARIE KLEPACZ|KELLY MARIE KLEPACZ

IAPD individual key

4687773

• Occurred

  Mar 30, 2022
  Advisor changed firm

  Kelly Marie Villagrana left Lpl Financial Llc for Ulrich Investment Consultants (registered 2022-04-04)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:59ccaba8-7756-3b60-58ae-548d8edd3180

First observed

Jan 26, 2004

Last observed

Sep 14, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.