PK
Patrick J. Kilbane
ULLMANN WEALTH PARTNERS
Jacksonville Beach, FL 32250
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CRD#: 6273088
PK
Professional summary
Patrick J Kilbane is a registered financial advisor currently at ULLMANN WEALTH PARTNERS located in Jacksonville Beach, Florida.
Patrick is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Patrick has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
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.
1) 4TH JUDICIAL CIRCUIT NOMINATING COMMISSION; POSITION: MEMBER; NATURE: APPOINTED BY GOVERNOR; INVESTMENT RELATED: NO; NUMBER OF HOURS: 15; SECURITIES TRADING HOURS: 15; START DATE: 04/13/2015; ADDRESS: 501 W ADAMS STREET, JACKSONVILLE FL 32202; DESCRIPTION: I WAS APPOINTED BY OUR GOVERNOR TO SERVE ON A COMMITTEE OF 9 TO VET APPLICATIONS FOR APPOINTMENT TO FILL COUNTY AND CIRCUIT COURT VACANCIES IN CLAY, NASSAU AND DUVAL COUNTIES. 2) TRUSTEE; POSITION: Trustee NATURE: Non-profit INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 12/05/2017 ADDRESS: 11625 Old St. Augustine Road, Jacksonville FL 32258, United States DESCRIPTION: a Trustee on the Diocese's Savings & Loan Board, to approve loans. 3) POSITION: Residential Landlord NATURE: short term rental property INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 1 START DATE: 01/2023 ADDRESS: Incline, NV. 4) NAME OF BUSINESS: JAXPORT - Jacksonville Board Authority; NATURE OF BUSINESS: Local Government; ORGANIZATIONAL STATUS OF BUSINESS: Body Politic - Independent Authority; INVESTMENT RELATED: No; POSITION: Board Member; POSITION DUTIES: Board of Directors - voting on capital projects and policy; DATE OF EMPLOYMENT: May 31, 2024 - Present; PERCENTAGE OF TIME SPENT: less than 5%; FINANCIAL INTEREST: No; COMPENSATION OR INCOME: No
CRS (Client Relationship Summary) - RIA
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Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
January 10, 2022 - Present
ULLMANN WEALTH PARTNERS
Office #1: 1540 The Greens Way, Jacksonville Beach, FL 32250RIA
CRD#: 316697
Jacksonville Beach, FL
Past
April 16, 2014 - January 3, 2022
ULLMANN WEALTH PARTNERS
RIA
CRD#: 123748
JACKSONVILLE BEACH, FL
Past
March 7, 2014 - December 31, 2018
OSAIC SERVICES, INC.
BD
CRD#: 133763
JACKSONVILLE BEACH, FL
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(1/10/2022)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 1,496 |
| AUM (Assets Under Management) | $ 1,074,433,565 |
Red Flags
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Company Information
ULLMANN WEALTH PARTNERS
CRD#: 316697Jacksonville Beach, FL 32250TRUST BUT VERIFY
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