AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
Crawford Ulmer

Crawford Ulmer

ULMER FINANCIAL
Charlottesville, VA
Some features on this profile are disabled
CRD#: 6748635
Crawford Ulmer

Professional summary

Crawford Ulmer, CFP® is a registered financial advisor currently at ULMER FINANCIAL located in Charlottesville, Virginia.

Crawford is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Crawford has worked at 3 firms and has passed the Series 66, SIE and Series 7 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.
Crawford Ulmer works part-time as an administrator at Jefferson Park Baptist church, located at: 2505 Jefferson Park Ave, Charlottesville, VA 22903. Crawford's employment as the church started in October 2022. The position is not investment related - Crawford performs various administrative tasks and office work for the church - for example: preparing bulletins, scheduling volunteers, answering emails, answering the phone, ordering supplies, preparing the building for services, etc. Crawford spends approximately 50% of his time working for the church, or about 80 hours a month. Crawford does work for the church during trading hours - on average, about 3 or 4 hours a day.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Crawford Ulmer's 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®
CFP®

Certified Financial Planner

Start date: 2020

Experience

Current

June 21, 2022 - Present

ULMER FINANCIAL

RIA
CRD#: 319222
Charlottesville, VA
Past

September 27, 2017 - June 22, 2022

PRIVATE ADVISOR GROUP, LLC

RIA
CRD#: 155216
CHARLOTTESVILLE, VA
Past

August 1, 2017 - February 28, 2022

LPL FINANCIAL LLC

BD
CRD#: 6413
CHARLOTTESVILLE, VA

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
Virginia
(6/21/2022)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/18/2017
Uniform Combined 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: 8/1/2017
General Securities Representative Examination

Current Firm

UF
ULMER FINANCIAL
ULMER FINANCIAL | ULMER FINANCIAL LLC

CRD#: 319222 / SEC#:

Virginia
Registered Investment Advisory firm - (6/9/2022 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
Charlottesville, VA
Mailing Address
Phone number
(434) 987-6844
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts52
AUM (Assets Under Management)$ 2,183,191

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

ULMER FINANCIAL

CRD#: 319222Charlottesville, VA

TRUST BUT VERIFY

Monitor Crawford Ulmer

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

Stephen Albert Zahka
Stephen ZahkaAdvisorCheck Check Mark
EDWARD JONES
IAR
RR
Marlborough, MA
Frank Horace Moore III
Frank MooreAdvisorCheck Check Mark
UBS FINANCIAL SERVICES INC.
IAR
RR
Greenwich, CT
Marshall Lee Rosen
Marshall RosenAdvisorCheck Check Mark
OSAIC WEALTH, INC.
IAR
RR
Fort Lauderdale, FL
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.