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KV

Kelly M. Villagrana

ULRICH INVESTMENT CONSULTANTS
San Antonio, TX 78215
Some features on this profile are disabled
CRD#: 4687773
KV

Professional summary

Kelly Marie Villagrana, who also goes by Kelly Marie Klepacz Ms., Kelly Marie Klepacz, is a registered financial advisor currently at ULRICH INVESTMENT CONSULTANTS located in San Antonio, Texas.

Kelly is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Kelly has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Kelly Marie Klepacz Ms. | Kelly Marie Klepacz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelly Marie Villagrana's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 4, 2022 - Present

ULRICH INVESTMENT CONSULTANTS

Office #1: 711 Broadway Ste 355, San Antonio, TX 78215
RIA
CRD#: 159499
San Antonio, TX
Past

October 29, 2018 - March 30, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
SAN ANTONIO, TX
Past

October 26, 2018 - March 30, 2022

LPL FINANCIAL LLC

RIA
CRD#: 6413
SAN ANTONIO, TX
Past

March 11, 2011 - May 25, 2017

LPL FINANCIAL LLC

RIA
CRD#: 6413
DALLAS, TX
Past

March 11, 2011 - May 25, 2017

LPL FINANCIAL LLC

BD
CRD#: 6413
DALLAS, TX
Past

November 19, 2007 - February 3, 2011

LPL FINANCIAL LLC

RIA
CRD#: 6413
DALLAS, TX
Past

November 19, 2007 - February 3, 2011

LPL FINANCIAL LLC

BD
CRD#: 6413
DALLAS, TX
Past

January 26, 2004 - October 17, 2007

A. G. EDWARDS & SONS, INC.

RIA
CRD#: 4
PLANO, TX
Past

October 15, 2003 - October 17, 2007

A. G. EDWARDS & SONS, INC.

BD
CRD#: 4
PLANO, TX

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UI
ULRICH INVESTMENT CONSULTANTS
ESTATE STRATEGIES | ULRICH OF TEXAS CONSULTING GROUP, LLC | ULRICH INVESTMENT CONSULTANTS | ULRICH CONSULTING GROUP, LLC D/B/A/ ULRICH INVESTMENT CONSULTANTS | ULRICH CONSULTING GROUP, LLC | ULRICH CONSULTING AND INVESTMENT GROUP, LLC | ESTATE STRATEGIES, INC.

CRD#: 159499 / SEC#: 801-72880

RIA
Registered Investment Advisory firm - (12/2/2011 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Texas
(4/4/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/23/2004
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/30/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 5/25/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/14/2003
General Securities Representative Examination

Current Firm

UI
ULRICH INVESTMENT CONSULTANTS
ESTATE STRATEGIES | ULRICH OF TEXAS CONSULTING GROUP, LLC | ULRICH INVESTMENT CONSULTANTS | ULRICH CONSULTING GROUP, LLC D/B/A/ ULRICH INVESTMENT CONSULTANTS | ULRICH CONSULTING GROUP, LLC | ULRICH CONSULTING AND INVESTMENT GROUP, LLC | ESTATE STRATEGIES, INC.

CRD#: 159499 / SEC#: 801-72880

RIA
Registered Investment Advisory firm - (12/2/2011 Approved)
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Contact information

Main Address
1805 Rio Grande Boulevard Nw Suite 1, Albuquerque, NM 87104
Mailing Address
Phone number
(505) 224-9100
Established
Firm type
Fiscal year end
# of Employees
27

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

PART 2A BROCHURE (3/26/2025)

Regulatory assets under management

Total Number of Accounts1,002
AUM (Assets Under Management)$ 3,196,950,001

Accountant surprise examination report

Filing DateForm ADV-E CoverForm ADV-E Report
09/13/2024
Cover Page
Report
05/01/2023
Cover Page
Report
11/08/2022
Cover Page
Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ULRICH INVESTMENT CONSULTANTS

CRD#: 159499San Antonio, TX 78215

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