William James Ohme
Investment adviser representative at Elevate Financial Planning and Wealth Management
12 yearsExperience
5 statesRegistered in
$107.1MFirm assets
Under 1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Trinity Wealth Securities, LLCJun 2025 to now
- Elevate Financial Planning and Wealth ManagementJul 2024 to now
- Florida Financial Advisors dba Elevate Financial PlanningJul 2024 to Sep 2024
- Unf Coggin College of BuisnessAug 2021 to Jun 2024
- UnfAug 2018 to Aug 2021
- Newsome High SchoolAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 5 states (AL, FL, GA, SC, TX).
Elevate Financial Planning and Wealth Management
Legal name: Elevate Financial Planning and Wealth Management LLC
$107.1MAssets managed
457Clients
45Advisers
Under 1 yearIn 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
- 7965901
- Firm CRD
- 329079