UGRU Financial

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About UGRU Financial

UGRU Financial Coaching has a Mission: Empower Americans to financially prosper. We achieve this through our professionally trained financial coaches who help you find money you didn't think you had and save money you didn't think you could so you can achieve financial independence on an average income.

We do this in two ways:

1. Instructional coaching which empowers you with world-class knowledge and skill so you can make optimal financial decisions saving you hundreds of thousands of dollars.

2. Transformational coaching where we help you work through limiting beliefs about money that prevents your success.

Click HERE to schedule a time to meet:

See Disclosures

General Information

Firm Start Year

2011

No. of Employees

Firm CRD#

Insurance License#

736827

States Licensed in

AZ, AR, CA, CO, FL, IN, MT, NM, NV, 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

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