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Marci L Ulaszek

KRILOGY FINANCIAL LLC·ST. LOUIS, Missouri
Unclaimed Profile
600 EMERSON ROAD, STE. 110, ST. LOUIS, MO 63141CRD# 4914264Firm CRD# 149046
01

About

Marci L Ulaszek is a registered financial advisor based in ST. LOUIS, Missouri, affiliated with KRILOGY FINANCIAL LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KRILOGY FINANCIAL LLC
KRILOGY
AUM
$3.5B
Regulatory assets under management
Employees
68
Total firm employees
View all advisors at KRILOGY FINANCIAL LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4914264
Firm CRD# 149046
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Marci L Ulaszek offer?
Marci L Ulaszek specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ST. LOUIS, Missouri for a consultation.
What are Marci L Ulaszek's credentials?
Marci L Ulaszek is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Marci L Ulaszek located?
Marci L Ulaszek is based in ST. LOUIS, Missouri, working with KRILOGY FINANCIAL LLC. Their office serves clients in the ST. LOUIS metropolitan area and surrounding communities.
How does Marci L Ulaszek charge for services?
Marci L Ulaszek's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KRILOGY FINANCIAL LLC?
KRILOGY FINANCIAL LLC has approximately 68 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ST. LOUIS
Kelly Ann Richert — CLAYTON FINANCIAL GROUP, LLCTimothy Gerard Crowley — NLHMC III, LLCRichard Elias — WELLS FARGO ADVISORS FINANCIAL NETWORK, LLCRichard David Link — EDWARD D. JONES & CO., L.P.Harold Rockwell Kroeger — TOWERHILL WEALTH MANAGEMENT, LLC
Nearby cities in Missouri
KANSAS CITY (265)CLAYTON (125)SAINT LOUIS (108)CHESTERFIELD (78)SPRINGFIELD (54)
City Guides
KANSAS CITY GuideCLAYTON GuideSAINT LOUIS GuideCHESTERFIELD GuideSPRINGFIELD Guide
Research
Advisor Fees in MissouriNational Fee Analysis
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