1 year ago
NAPA Names 27 CAPTRUST Teams to Top DC Advisor Teams List
The National Association of Plan Advisors (NAPA) recently named 27...
- With CAPTRUST Since 2021
- 515.657.4100
-
5745 Raccoon River Drive #160
West Des Moines, IA 50266
Liz Ulrichson, CFP®, APMA®, CPFA
Financial Advisor,
Relationship Manager
- Des Moines, IA
- The Energy Bus by Jon Gordon | While You Were Sleeping
- Queen Elizabeth II, my maternal grandfather who passed away when I was young, and Warren Buffett
- Expect the best. Prepare for the worst. Capitalize on what comes.
- Integrity, enthusiasm, and confidence
Financial Advisors
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 AdvisorSM
- Certified Plan Fiduciary Advisor
Awards & Recognition
- NAPA Top DC Advisor Teams | 2021 (CAPTRUST Des Moines)
