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.
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:
2011
2-4 Employees
736827
AZ, AR, CA, CO, FL, IN, MT, NM, NV, TX, UT,
Not Provided
10
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
Individual Investors
401K Rollovers, Retirement Planning, Portfolio Management, Financial Planning, Insurance Products & Annuities, Wealth Management, Risk Management, Financial Planning for Individuals, Financial Advice & Consulting, Money Management
Life, Annuity
Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Stocks, Bonds, Mutual Funds, Alternative Investments
Video Conference, Phone
Fee-Based
$50,000
Flat Fee, Hourly, Commissions
$150
250
250
100,000,000+
Yes
Do you have a customer satisfaction or refund policy?
Why should I choose you as my financial advisor?
What are your qualifications? What is your education background?
How do you charge for your services?
How are you compensated? How will I pay for your services?
https://ugrucoaching.com/ugru-stocks-disclosure/
Additional Detailed Disclosures
https://www.wiseradvisor.com/disclosure/1888966/wiseradvisor-ugru-financial-detailed-disclosure.html
https://ugrucoaching.com/client-prosperity-agreement/
When: 05/28/2024 10:01 | By: Ken Gulliver
Location: Webinar
Details: Learn how to successfully trade stocks and crypto while saving time and money with UGRU Stocks" alerts...
In 1995, 67% of all Americans were unprepared for retirement. Today that number is between 80 and 90%. The point is: traditional financial services are broken; they were from the start. This book is about you, your relationship with money, and how you can overcome what you may have thought impossible. Its a short journey intended to shed light on the negative view we tend to have about money, the people who are inadvertently (in some cases on purpose) misguiding you, and what to do about it so you can find money you didnt think you had, save money you didnt think you could, and finally have real and lasting positive financial change.
Our proprietary financial planning software "Retirement Destinations" placed in the top 10 of over 500 global competitors for the Cloud Awards.
