Will Haga

Employer firm

Ullmann Wealth Partners CRD 316697

$1.25B regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• CREDIT AND CASH MANAGEMENT SOLUTIONS; INSURANCE SOLUTIONS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2026 → Present
  Ullmann Wealth Partners
  Jacksonville Beach, FL
• 10/2022 → 06/2026
  Ally Financial
  Jacksonville, FL
• 10/2019 → 10/2022
  Ally Financial
  Jacksonville, FL
• 10/2018 → 10/2019
  Ally Financial
  Jacksonville, FL
• 05/2017 → 10/2018
  Ally Financial
  Jacksonville, FL
• 05/2012 → 05/2017
  United States Army
  Fort Stewart, GA

Designations

• Chartered Financial Analyst