EU
Ephraim Ulmer
GODSEY & GIBB WEALTH MANAGEMENT
COLUMBIA, SC 29201
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CRD#: 822497
EU
Professional summary
Ephraim Ulmer is a registered financial advisor currently at GODSEY & GIBB WEALTH MANAGEMENT located in Columbia, South Carolina.
Ephraim is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. Ephraim has worked at 1 firm and has passed the Series 65 exam.
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.
G&G INSURANCE SERVICES, INC, INVESTMENT RELATED BUSINESS, 6806 PARAGON PLACE, SUITE 230, RICHMOND, VA 23230, INSURANCE AGENCY, DIRECTOR/SHAREHOLDER, JANUARY 15, 2009. TIME SPENT IS MINIMAL AND DURING NON- TRADING HOURS (MAINLY ATTRIBUTED TO SHAREHOLDER/DIRECTOR MEETINGS).
CRS (Client Relationship Summary) - RIA
Click below to view Ephraim 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®
NoneExperience
Current
November 20, 1991 - Present
GODSEY & GIBB WEALTH MANAGEMENT
Office #1: 1310 Lady Street, Ninth Floor, Columbia, SC 29201RIA
CRD#: 105650
COLUMBIA, SC
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".
G&
GODSEY & GIBB WEALTH MANAGEMENT
GODSEY & GIBB ASSOCIATES | PLANNED AHEAD BY GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB INC
CRD#: 105650 / SEC#: 801-23685
RIA
Registered Investment Advisory firm - (3/5/1985 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
California(11/12/2024)
IAR
Georgia(2/21/2003)
IAR
Missouri(11/12/2024)
IAR
North Carolina(11/12/2024)
IAR
South Carolina(11/20/1991)
IAR
Virginia(4/14/1992)
Current Firm
G&
GODSEY & GIBB WEALTH MANAGEMENT
GODSEY & GIBB ASSOCIATES | PLANNED AHEAD BY GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB WEALTH MANAGEMENT | GODSEY & GIBB INC
CRD#: 105650 / SEC#: 801-23685
RIA
Registered Investment Advisory firm - (3/5/1985 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
6806 Paragon Pl, Ste 230, Richmond, VA 23230
Mailing Address
Phone number
(804) 285-7333
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (37 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,787 |
| AUM (Assets Under Management) | $ 1,396,829,464 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 07/30/2025 | ||
| 05/29/2024 | ||
| 05/11/2023 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GODSEY & GIBB WEALTH MANAGEMENT
CRD#: 105650Columbia, SC 29201TRUST BUT VERIFY
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