James Ulman

Financial Advisor

My Focus Areas are Protecting Your Family, Saving for Retirement, Living in Retirement, Financial Strategy, Saving for Education and Small Business

Languages spoken by this financial professional: English, Spanish

For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

About James Ulman

Nothing compares to the feeling of helping a family or individual with their financial future.

As a Life-long resident of Valparaiso, nothing makes me happier than helping someone from my community achieve their financial goals.

I'm Most Proud Of: Hearing from clients about how our team helped improve their life. There's nothing better!

Presidents Council


Life Happens. Being prepared makes all the difference.

You have options when it comes to your financial future - no matter your life situation.

Living in Retirement

Discover how our annuity options can help you create income for retirement and may be right for your personal financial needs. A Traditional or Roth IRA can also be an option to help you save for the future with either tax-free growth or on a tax-deferred basis.

Protecting Your Family and Greatest Assets

Whether you are recently married, buying a house, taking care of a loved one or preparing to retire, each new stage of life is exciting and uncertain. Ensure you’re protected with life, auto, home, long-term care and disability insurance.

Saving for Retirement

Get help reaching your retirement goals on your terms with an annuity, 401(k) or IRA. An annuity can be a way to provide retirement income and defer year-end taxes, and an IRA and 401(k) give you options to save for the next phase of your life. See if one or all of these retirement vehicles are right for you.


  • Financial Advisor

    First Community Bank and Trust

    July 2011 - July 2020 | Beecher, IL

  • Financial Advisor

    Merrill Lynch

    September 2004 - August 2011 | Merrillville, IN

    Provided all phases of Financial planning from retirement planning, to education planning, business retirement plans, trusts, IRA's

  • Financial Advisor

    A.G. Edwards & Sons

    May 2001 - August 2004 | Chesterton, IN

The Prudential Difference

    • Property & Casualty: IL, IN
    • Variable Annuities: IL, IN, VA
    • Securities License: IL, IN
    • Variable Life Insurance: IL, IN, VA
    • Fixed Annuities: IL, IN, VA
    • Life Insurance: IL, IN, VA

James Ulman is associated with the Indiana Financial Group Office, 8888 Keystone Crossing, Suite 500, Indianapolis, IN, 46240-4613, Managing Director: Ryan Appelhans, Phone: 317-844-4650 . James Ulman offers investment advisory services through Pruco Securities, LLC (Pruco), doing business as Prudential Financial Planning Services (PFPS), pursuant to separate client agreement. James Ulman offers insurance and securities products and services as a registered representative of Pruco and an agent of issuing insurance companies. 1-800-778-2255. For information on fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.  For information on our services and fees, refer to: Pruco Securities Form CRS (Prudential Advisors)Opens in a new window.

Check the background of this investment professional on FINRA’s BrokerCheck.