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Carrie King

Ullmann Wealth Partners

Jacksonville Beach, FL

CRD 6877985

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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:

Current Employers
Ullmann Wealth Partners

1540 The Greens Way, Jacksonville Beach, FL 32250 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2022-01-07
  • FL RA
    APPROVED
    Since 2022-01-07

Branch Locations

1540 The Greens Way, Jacksonville Beach, FL 32250 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ullmann Wealth Partners Jacksonville Beach FL 11/2017 12/2021
Water Street Capital Jacksonville FL 01/2008 04/2017
Unemployed Jacksonville FL 04/2017 11/2017
Sagepoint Financial, Inc. Jacksonville Beach FL 11/2017 01/2019
Ullmann Wealth Partners Group, Llc Jacksonville Beach FL 01/2022 Present
  • 11/2017 → 12/2021
    Ullmann Wealth Partners
    Jacksonville Beach, FL
  • 01/2008 → 04/2017
    Water Street Capital
    Jacksonville, FL
  • 04/2017 → 11/2017
    Unemployed
    Jacksonville, FL
  • 11/2017 → 01/2019
    Sagepoint Financial, Inc.
    Jacksonville Beach, FL
  • 01/2022 → Present
    Ullmann Wealth Partners Group, Llc
    Jacksonville Beach, FL
Previous Registrations
  • 2018-01-17 → 2022-01-03
    Ullmann Wealth Partners
    Jacksonville Beach, FL
    Charleston, SC
    North Charleston, SC
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-01-08
  • S66 Uniform Combined State Law Examination
    2018-01-08

View on SEC IAPD

Nearby Firms

STRIVUS WEALTH PARTNERS LLC
STANDFAST ASSET MANAGEMENT, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Nearby Investors

BRIAN G JAMES
JOHN PATRICK GUNN
CAITLIN Frederick

Nearby Offices

STRIVUS WEALTH PARTNERS LLC · JACKSONVILLE BEACH, FL
STANDFAST ASSET MANAGEMENT, LLC · JACKSONVILLE BEACH, FL
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · JACKSONVILLE BEACH, FL

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