Glenn Michael Ullmann

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

• 10/2002 → 12/2021
  Ullmann Wealth Partners
  Ponte Verde Beach, FL
• 01/2009 → 01/2019
  Sagepoint Financial, Inc.
  Phoenix, AZ
• 01/2022 → Present
  Ullmann Wealth Partners Group, Llc
  Jacksonville Beach, FL

Previous Registrations

• 2002-10-28 → 2022-01-03
  Ullmann Wealth Partners
  Ponte Verda Beach, FL
  Jacksonville Beach, FL
• 1997-02-14 → 2002-10-29
  Robert W. Baird & Co. Incorporated
  Jacksonville, FL

Other Businesses

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, Not Investment Related; Organizational Status: 501(c)(3); Date of Employment: July 2025, Title: President, Board of Trustees; Duties: Leader of Board; focusing on growing membership, augmenting youth programs, improving communications to congregants, Percent of Time: 10%, No Compensation.

Exams

• S63 Uniform Securities Agent State Law Examination
  1993-06-22
• S65 Uniform Investment Adviser Law Examination
  1993-06-22