Unclaimed Profile

Deanna Ann Brown

THE ULLMANN FINANCIAL GROUP, INC.·JACKSONVILLE BEACH, Florida

SIE, Series 7, Series 66CFPClean record23 years registeredTHE ULLMANN FINANCIAL GROUP, INC.

1540 THE GREENS WAY, JACKSONVILLE BEACH, FL 32250CRD# 4268868Firm CRD# 123748

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Deanna Ann Brown · JACKSONVILLE BEACH, FL

Registration

CRD #4268868 · THE ULLMANN FINANCIAL GROUP, INC. · 23 years registered

Brand Profile

Not yet started

Career History

CONTEMPORARY FINANCIAL PLANNING

Aug 2021 – present

LAKEVIEW CAPITAL PARTNERS, LLC

Oct 2019 – Aug 2021

Jacksonville, FL

ULLMANN BROWN WEALTH ADVISORS

Oct 2002 – Oct 2019

JACKSONVILLE BEACH, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · October 25, 2002

Years registered · 23

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE ULLMANN FINANCIAL GROUP, INC.

CRD 123748 · SEC 801-61563

AUM

$582M

Regulatory assets under management

Employees

812 client accounts

Services offered by THE ULLMANN FINANCIAL GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE ULLMANN FINANCIAL GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Deanna Ann Brown offer?

Deanna Ann Brown specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in JACKSONVILLE BEACH, Florida for a consultation.

What are Deanna Ann Brown's credentials?

Deanna Ann Brown holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Deanna Ann Brown located?

Deanna Ann Brown is based in JACKSONVILLE BEACH, Florida, working with THE ULLMANN FINANCIAL GROUP, INC.. Their office serves clients in the JACKSONVILLE BEACH metropolitan area and surrounding communities.

How does Deanna Ann Brown charge for services?

Deanna Ann Brown's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is THE ULLMANN FINANCIAL GROUP, INC.?

THE ULLMANN FINANCIAL GROUP, INC. has approximately 10 employees and manages $582M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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