Unclaimed Profile

Heather Nicole Ulz

LIFEPRO ASSET MANAGEMENT, LLC·SAN DIEGO, California

Series 63, Series 65Clean record9 years registeredLIFEPRO ASSET MANAGEMENT, LLC

11512 EL CAMINO REAL, SAN DIEGO, CA 92130CRD# 3073249Firm CRD# 285252

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Heather Nicole Ulz · SAN DIEGO, CA

Registration

CRD #3073249 · LIFEPRO ASSET MANAGEMENT, LLC · 9 years registered

Brand Profile

Not yet started

Career History

SIMPLICITY WEALTH

Feb 2025 – present

LIFEPRO ASSET MANAGEMENT

Dec 2016 – Feb 2025

SAN DIEGO, CA

Registrations & Exams

FINRA examinations passed

Series 63

Series 65

Registration record

First registered · December 12, 2016

Years registered · 9

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

LIFEPRO ASSET MANAGEMENT, LLC

CRD 285252 · SEC 801-118422

AUM

$311M

Regulatory assets under management

Employees

1,105 client accounts

Services offered by LIFEPRO ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at LIFEPRO ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Heather Nicole Ulz offer?

Heather Nicole Ulz specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN DIEGO, California for a consultation.

What are Heather Nicole Ulz's credentials?

Heather Nicole Ulz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Heather Nicole Ulz located?

Heather Nicole Ulz is based in SAN DIEGO, California, working with LIFEPRO ASSET MANAGEMENT, LLC. Their office serves clients in the SAN DIEGO metropolitan area and surrounding communities.

How does Heather Nicole Ulz charge for services?

Heather Nicole Ulz's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LIFEPRO ASSET MANAGEMENT, LLC?

LIFEPRO ASSET MANAGEMENT, LLC has approximately 42 employees and manages $311M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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