Mclain Roderick Johnson
Investment adviser representative at Ullmann Wealth Partners
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.3BFirm assets
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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
13 years in the industry.
- Ullmann Wealth PartnersSep 2022 to now
- Ameriprise Financial Services, LLCApr 2021 to Aug 2022
- Md Capital, LLCMar 2020 to Sep 2020
- Healogics, Inc.May 2019 to Aug 2019
- Florida State UniversityAug 2017 to Apr 2021
- Ponte Vedra High SchoolAug 2013 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
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
- 7248346
- Firm CRD
- 316697