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GU

Glenn M. Ullmann

ULLMANN WEALTH PARTNERS
Jacksonville Beach, FL 32250
Some features on this profile are disabled
CRD#: 2349085
GU

Professional summary

Glenn Michael Ullmann is a registered financial advisor currently at ULLMANN WEALTH PARTNERS located in Jacksonville Beach, Florida.

Glenn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Glenn has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
PUBLISHER - PUBLISHED A BOOK THAT WAS WAS COMPLIANCE APPROVED AND SUBMITTED TO THE NASD. THIS BOOK IS GIVEN AND SOLD TO CLIENTS. GANA SITA PROPERTY OWNERS ASSOCIATION - NATURE OF BUSINESS: PROPERTY ASSOCIATION, ORGANIZATIONAL STATUS: SMALL BOARD FOR 16 HOMEOWNERS ASSOCIATION, DATE OF EMPLOYMENT: DECEMBER 2023, TITLE: PRESIDENT, DUTIES: MANAGE SMALL HOMEOWNERS ASSOCIATION INCLUDING TWO ROADS AND ONE WELL, PERCENTAGE OF TIME: 2%, NO COMPENSATION OR ESTIMATED ANNUAL INCOME RECEIVED. Beth El The Beaches Synagogue - Nature of Business: Synagogue, Organizational Status: 501(c)(3); Date of Employment: July 2025, Title: Board President, Duties: Leader of Board; focusing on growing membership, augmenting youth programs, improving communications to congregants, Percent of Time: 10%, No Compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Glenn Michael Ullmann's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 3, 2022 - Present

ULLMANN WEALTH PARTNERS

Office #1: 1540 The Greens Way, Jacksonville Beach, FL 32250
RIA
CRD#: 316697
Jacksonville Beach, FL
Past

October 31, 2005 - January 8, 2019

OSAIC SERVICES, INC.

BD
CRD#: 133763
JACKSONVILLE BEACH, FL
Past

October 28, 2002 - January 3, 2022

ULLMANN WEALTH PARTNERS

RIA
CRD#: 123748
JACKSONVILLE BEACH, FL
Past

October 4, 2002 - October 31, 2005

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ
Past

January 11, 2002 - October 21, 2002

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

BD
CRD#: 2881
MILWAUKEE, WI
Past

February 14, 1997 - October 29, 2002

ROBERT W. BAIRD & CO. INCORPORATED

RIA
CRD#: 8158
JACKSONVILLE, FL
Past

February 14, 1997 - October 29, 2002

ROBERT W. BAIRD & CO. INCORPORATED

BD
CRD#: 8158
MILWAUKEE, WI
Past

July 31, 1993 - February 28, 1997

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

June 8, 1993 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UW
ULLMANN WEALTH PARTNERS
DIVORCE ADVISORY GROUP | ULLMANN WEALTH PARTNERS GROUP, LLC | ULLMANN WEALTH PARTNERS | ULLMANN FINANCIAL

CRD#: 316697 / SEC#: 801-122769

RIA
Registered Investment Advisory firm - (11/26/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(1/12/2022)
IAR
Texas
(1/3/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/22/1993
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 6/22/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 6/7/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 3/14/1997
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

UW
ULLMANN WEALTH PARTNERS
DIVORCE ADVISORY GROUP | ULLMANN WEALTH PARTNERS GROUP, LLC | ULLMANN WEALTH PARTNERS | ULLMANN FINANCIAL

CRD#: 316697 / SEC#: 801-122769

RIA
Registered Investment Advisory firm - (11/26/2021 Approved)
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Contact information

Main Address
1540 The Greens Way, Jacksonville Beach, FL 32250
Mailing Address
Phone number
(904) 280-3700
Established
Firm type
Fiscal year end
# of Employees
13

SEC notice filing (11 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ULLMANN WEALTH PARTNERS GROUP, LLC PART 2A BROCHURE (7/16/2025)

Regulatory assets under management

Total Number of Accounts1,496
AUM (Assets Under Management)$ 1,074,433,565

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ULLMANN WEALTH PARTNERS

CRD#: 316697Jacksonville Beach, FL 32250

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