Jon W. Ulin, CFP®
From 2012-2016, Jon W. Ulin, CFP®, Managing Principal of Ulin & Co. Wealth Management was recognized as a top financial advisor and named to the LPL Financial Freedom Club. This distinction is based on an annual production ranking of the approximately 13,100 registered advisors nationwide who are supported by LPL Financial LLC. This achievement demonstrates a strong commitment to vibrant business growth and exceptional client service.”
From 2002-2009 Jon Ulin was consistently recognized as a top financial advisor and named to the Ameriprise Financial (formerly American Express) Circle of Success program. This distinction was based on an annual production ranking of the their registered advisors nationwide. In 2004, Jon also received the President’s Recognition Award for providing exceptional financial planning advice and programs to his clients.
Independent Financial Partners (IFP)
IFP is a Registered Investment Advisor (RIA) – recognized as the largest advisor group in the nation with LPL Financial, with over 500 advisors over $35 billion in assets under advisement. In 2013, IFP was ranked by Forbes as one of the “Top 50 Wealth Managers in the United States.” IFP supports a broad network of truly independent financial advisors by providing operational, research and compliance resources.
LPL Financial ranks third in overall satisfaction – as noted in the J.D. Power and Associates 2010 Full Service Investor Satisfaction Study. This study measures overall investor satisfaction with full service brokerage firms based on seven factors that influence the customer experience: Investment Advisor; Investment Performance; Account Information; Account Offerings; Commissions and Fees; Website; and Problem Resolution.
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