Liz Ulrichson is an institutional retirement plan advisor based in Des Moines, IA.
As a retirement plan consultant, Liz is responsible for providing retirement plan advisory services to corporate fiduciaries, plan participants, and executives. She joined CAPTRUST in 2021, coming from a private wealth practice, Ameriprise, where she was an associate financial advisor.
Liz is always looking for ways to better herself, CAPTRUST, and the client experience. She is proud to be part of a world-class organization that is focused on improving lives.
She earned her Bachelor of Science degree in financial counseling and planning from Iowa State University.
In her free time, Liz enjoys being outdoors; traveling with friends and family; cheering on her alma mater, the Iowa State Cyclones; giving back to the community; and spending time with her Cavapoo, Copper.
Education
- Bachelor of Science degree in financial counseling and planning from Iowa State UniversityÂ
Industry Designations
- CERTIFIED FINANCIAL PLANNER®
- Accredited Portfolio Management Advisorâ„
- Certified Plan Fiduciary Advisor
- Qualified 401(k) Administrator
Industry Involvement
- WIPN Iowa Co-Chair
Awards & Recognition
- NAPA Top DC Advisor Teams | 2021 (CAPTRUST Des Moines)