John Patrick Gunn
Investment adviser representative at Ullmann Wealth Partners
22 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
Are you John Patrick Gunn? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
22 years in the industry.
- Ullmann Wealth PartnersApr 2024 to now
- Space 3, Inc.Jan 2021 to Apr 2024
- Veritable, LPAug 2004 to Dec 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 66 · Uniform Combined State Law2001
State registrations
Registered as an investment adviser representative in 1 state (FL).
Ullmann Wealth Partners
Legal name: Ullmann Wealth Partners Group, LLC
$1.3BAssets managed
531Clients
8Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3236809
- Firm CRD
- 316697