Heather Nicole Ulz
Chief Executive Officer at LifePro Financial Services, Inc.
Network origin in Heather Nicole Ulz first degree
| Entity | Entity type | Industry | |
|---|---|---|---|
LifePro Financial Services, Inc.
 LifePro Financial Services, Inc. Insurance Brokers/ServicesFinance LifePro Financial Services, Inc. distributes life, annuity, and long-term care insurance products to financial professionals nationwide. The firm also offers life insurance, investments, annuities, securities, RIA, assets under management, case design, case management, impaired risk, sales support, coaching, marketing, contracting, point-of-sale, circle of wealth, insmark, top of the table and million dollar round table services. The company was founded by Bill Zimmerman in 1986 and is headquartered in San Diego, CA.
2
| Private Company | Insurance Brokers/Services | 2 |
LifePro Asset Management LLC
 LifePro Asset Management LLC Investment ManagersFinance LifePro Asset Management LLC (LPAM) is an asset management firm headquartered in San Diego, California. The firm was founded in 2015 and is a subsidiary of LifePro Financial Services, Inc. LPAM provides advisory services to individuals, high net-worth individuals, and charitable organizations.
1
| Subsidiary | Investment Managers | 1 |
Chart of Companies connected to the second degree
Multi-company connection
Companies connected to Heather Nicole Ulz via their personal network
| Company | Sector | Related people | Main position |
|---|---|---|---|
AGF Investments, Inc.
 AGF Investments, Inc. Investment ManagersFinance AGF Investments, Inc. (AGFI) is a Canadian mutual fund manager headquartered in Toronto, Ontario. The firm was founded in 2007 and is owned by AGF Management Ltd. (TSX: AGF.B). AGFI services a diverse client base from financial advisors and individual investors to institutional investors across the globe through segregated accounts, mutual funds, exchange-traded funds and separately managed accounts. | Investment Managers | Corporate Officer/Principal | |
Barometer Capital Management, Inc.
 Barometer Capital Management, Inc. Investment ManagersFinance Barometer Capital Management, Inc. (Barometer) is an independent investment management firm headquartered in Toronto, Canada. The firm was founded in 2006 through a management buyout of Rockwater Asset Management, Inc. Barometer manages investment portfolios for high-net-worth individuals, endowments, foundations, partnerships, corporations, public funds and pension trusts throughout Canada and internationally. | Investment Managers | Analyst-Equity | |
| Iowa State University | College/University | Undergraduate Degree |
Statistics
International
| Canada | 4 |
| United States | 2 |
Sectoral
| Finance | 4 |
| Consumer Services | 2 |
Operational
| Analyst-Equity | 1 |
| Portfolio Manager-Equities | 1 |
| Corporate Officer/Principal | 1 |
| Undergraduate Degree | 1 |
| Analyst-Fixed Income | 1 |
Most connected contacts
| Insiders | |
|---|---|
| Robert Andrew Reaburn | 5 |
| Ben Nevejans | 1 |
| Bill Zimmerman | 1 |
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