Ken Gulliver

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About Ken Gulliver

Traditional financial services are broken. But you're not sentenced to a future like statistics suggest. When Ken became a financial advisor in 1995, 67% of all Americans were unprepared for retirement, today that number is closer to 90%. The point being, selling you a financial product will not build or maintain the wealth you want.

Because of this, Ken tirelessly built a new client experience from the ground up so you no longer have to be financially underserved.

Throughout his career Ken has posted several notable achievements:

1. Top quintile Merrill Lynch Advisor
2. Public speaker
3. Student of personal finance for nearly 30 years
4. Radio show host - Retirement Depot Radio
5. Co-author - Asset Protection and Wealth Preservation
6. Author - Right Where They Want You
7. Author - The Unrivaled Advisor
8. Co-founder - World Financial Group
9. Top 1% Financial Advisor in USA (by revenue)
10. Founder - Retirement Depot (a Registered Investment Advisory Firm)
11. Founder/Architect - UGRU Financial CRM (Cloud Awards finalist - CRM Solution of the Year)
12. Founder - UGRU Financial

But, more than that, multiple awards showcase his dedication to the people he serves. Ken believes that results matter and considers himself a recovering Investment Advisor, no longer a gatherer of assets, but an asset multiplier for his clients.

See Disclosures

General Information

Firm Start Year

2011

No. of Employees

Firm CRD#

Insurance License#

736827

States Licensed in

AZ, AR, CA, CO, DC, FL, IN, MD, MS, MT, NM, NV, TN, TX, UT

Years of Experience in Financial Services

Number of Years with Current Firm

Work Experience

UGRU Financial Coaching: Founder/CEO - 10 Years

Retirement Depot (A Registered Investment Advisor): Founder/CEO - 8 years

Merrill Lynch: Investment Advisor - 2 years

AG Edwards: Financial Advisor - 1 year

WFG: Co-Founder/Financial Advisor - 6 years

Work with the following types of clients

Individual Investors

Advisory Services Provided

Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Financial Advice & Consulting, 401K Rollovers, Money Management, Risk Management, Financial Planning for Individuals, Wealth Management

Compliance

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Qualifications & Membership

Insurance and Annuity Licenses

Life, Annuity

Firm Information

Advisor's Number of Clients

Advisor's Number of Planning Clients

Total Assets Under Management by Advisor

100,000,000+

Compensation and Fees

Fee Structure

Fee-Based

Minimum Portfolio Size for New Managed Accounts

$50,000

Compensation Methods

Flat Fee, Hourly, Commissions

Hourly Rate

$150

Disclosures

https://ugrucoaching.com/ugru-stocks-disclosure/

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1888966/paladinregistry-UGRU-Financial-detailed-disclosure.html

Disclaimer

https://ugrucoaching.com/client-prosperity-agreement/

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Paladin Research Report For:

UGRU Financial