Altan O. Wuliji
Professional summary
Altan Oriqilang Wuliji, CFP®, who also goes by Altan Wuliji, Oriqilang Wuliji, is a registered financial advisor currently at FIDUCIENT ADVISORS LLC located in Saint Louis, Missouri.
Altan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Altan has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Altan Oriqilang Wuliji's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 11, 2018 - Present
FIDUCIENT ADVISORS LLC
September 5, 2013 - October 14, 2015
BALASA DINVERNO FOLTZ LLC
January 10, 2012 - August 2, 2013
REGENTATLANTIC
June 15, 2009 - January 21, 2010
MSI FINANCIAL SERVICES, INC.
Primary Firm SEC Registration
FIDUCIENT ADVISORS LLC
CRD#: 106720 / SEC#: 801-48820
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/11/2018)
(4/19/2023)
Exams
Current Firm
FIDUCIENT ADVISORS LLC
CRD#: 106720 / SEC#: 801-48820
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 1,150 |
| AUM (Assets Under Management) | $ 67,638,977,771 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/30/2024 | ||
| 11/14/2023 | ||
| 01/23/2023 |
Red Flags
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