DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner24 years in industry

DOUGLAS JAMES ULRICH

Advisor at EDELMAN FINANCIAL ENGINES

OAKBROOK TERRACE, IL | OAK BROOK, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:ce6a889c-a529-55d3-9f1c-c9f960efb5d3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 6:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Dec 3, 2002 to Sep 15, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EDELMAN FINANCIAL ENGINES
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 3, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Jun 3, 2002
First registration: Dec 3, 2002
Dual registered: no
IAPD individual key: 4480586

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EDELMAN FINANCIAL ENGINES	Independent wealth	Nov 1, 2018	n/a	yes	OAKBROOK TERRACE, IL\|OAK BROOK, IL	Current employment
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	May 19, 2010	Nov 1, 2018	no	FAIRFAX, VA\|OAK BROOK, IL\|GLENVEIW, IL	Previous registration
WOLF FINANCIAL MANAGEMENT, LLC	n/a	Jan 20, 2006	Dec 31, 2007	no	OAK BROOK, IL\|OAK BROOK, IL	Previous registration
WOLF FINANCIAL MANAGEMENT, LLC	Former SEC adviser	Jan 6, 2006	Apr 22, 2010	no	OAKBROOK TERRACE, IL\|OAKBROOK TERRACE, IL	Previous registration
GOLDMAN SACHS WEALTH SERVICES, L.P.	Bd affiliated wealth	Dec 3, 2002	Sep 10, 2004	no	LAKE FOREST, IL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
EDELMAN FINANCIAL SERVICES, LLC	EDELMAN FINANCIAL ENGINES	Nov 1, 2018	Nov 1, 2018	0	Bulk transfer	Ibd to RIA
WOLF FINANCIAL MANAGEMENT, LLC	WOLF FINANCIAL MANAGEMENT, LLC	Apr 22, 2010	Jan 20, 2006	-1,553	Firm change after gap	Other
WOLF FINANCIAL MANAGEMENT, LLC	EDELMAN FINANCIAL SERVICES, LLC	Dec 31, 2007	May 19, 2010	870	Firm change after gap	Other
GOLDMAN SACHS WEALTH SERVICES, L.P.	WOLF FINANCIAL MANAGEMENT, LLC	Sep 10, 2004	Jan 6, 2006	483	Firm change after gap	Other

Relationships

Registered with (5)

→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: current employment
Nov 1, 2018 to presentfactForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
May 19, 2010 to Nov 1, 2018factForm ADV
→ WOLF FINANCIAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 6, 2006 to Apr 22, 2010factForm ADV
→ WOLF FINANCIAL MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jan 20, 2006 to Dec 31, 2007factForm ADV
→ GOLDMAN SACHS WEALTH SERVICES, L.P.Registered adviserregistration: previous registration
Dec 3, 2002 to Sep 10, 2004factForm ADV

Dated events

No dated event names this entity yet.