Biography

Craig Ulrich

KMCIMG_4968Craig Ulrich
Financial Advisor
Kades-Margolis Corporation

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Email: culrich@4kmc.com
Phone: (800)433-1828, ext. 175

Craig joined Kades-Margolis Corporation in 2012.  He specializes in retirement planning for educators and school district employees. He works with members of the Pennsylvania State Education Association (PSEA).
Craig is well versed in the Public School Employees’ Retirement System (PSERS).  He also enjoys speaking throughout the area on retirement readiness and pension options. In addition to retirement planning, Craig offers life insurance, long-term care insurance and employer plans. These include Section 125 Plans, Health Reimbursement Accounts (HRAs) and Employer Incentive Contributions.

Education
Craig earned a Bachelor of Science Degree in Finance from Susquehanna University.  He continues pursuing accreditations in his field. As a Registered Representative of GWN Securities, Inc., an independent registered broker dealer, Craig can offer mutual funds and variable annuities.  He is separately licensed to offer life insurance and long-term care insurance.

Personal
Craig enjoys skiing, hiking and camping.  He resides in Lewisburg, Pennsylvania.

Securities and Registered Advisory Services offered through GWN Securities, Inc.
11440 N. Jog Rd. Palm Beach Gardens, FL 33418 (561) 472-2700, Member FINRA & SIPC.
Kades-Margolis Corporation, a USRP company, is not affiliated with GWN Securities, Inc.