Liz Ulrichson, CFP®, APMA®, CPFA™

Financial Advisor,
Relationship Manager

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Biography
Education & Other Highlights
Location(s)

Liz Ulrichson is an institutional retirement plan advisor based in Des Moines, IA.

Liz joined CAPTRUST in 2021 from Keeling Wealth Advisors where she was an associate financial advisor. In her role as a retirement plan consultant, she is responsible for providing retirement plan advisory services to corporate fiduciaries. When she is not in the office or with a client, Liz enjoys spending time outdoors, traveling, reading, giving back to the community, and spending time with family.

Education

  • Bachelor of Science degree in financial counseling and planning from Iowa State University 

Industry Designations

  • CERTIFIED FINANCIAL PLANNER™
  • Accredited Portfolio Management Advisor℠
  • Certified Plan Fiduciary Advisor

Awards & Recognition

  • NAPA Top DC Advisor Teams | 2021 (CAPTRUST Des Moines)

Resources

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