Unclaimed Profile

Ephraim Ulmer

GODSEY & GIBB INC·RICHMOND, Virginia

Series 6534 years registeredGODSEY & GIBB INC

6806 PARAGON PL, STE 230, RICHMOND, VA 23230CRD# 822497Firm CRD# 105650

Profile Verification

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

Identity

Ephraim Ulmer · RICHMOND, VA

Registration

CRD #822497 · GODSEY & GIBB INC · 34 years registered

Brand Profile

Not yet started

Career History

GODSEY & GIBB WEALTH MANAGEMENT

Nov 1991 – present

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 20, 1991

Years registered · 34

Disclosure History

1986Customer Dispute·Settled

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

GODSEY & GIBB INC

CRD 105650 · SEC 801-23685

AUM

$1.3B

Regulatory assets under management

Employees

1,757 client accounts

Services offered by GODSEY & GIBB INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

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 GODSEY & GIBB INC →

Introduction

Speak with Ephraim

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Ephraim is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in RICHMOND?

Browse all registered financial advisors in RICHMOND, Virginia or claim this profile if it's yours.

Browse RICHMOND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Ephraim Ulmer offer?

Ephraim Ulmer specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in RICHMOND, Virginia for a consultation.

What are Ephraim Ulmer's credentials?

Ephraim Ulmer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Ephraim Ulmer located?

Ephraim Ulmer is based in RICHMOND, Virginia, working with GODSEY & GIBB INC. Their office serves clients in the RICHMOND metropolitan area and surrounding communities.

How does Ephraim Ulmer charge for services?

Ephraim Ulmer's firm is compensated through percentage of aum, other: financial planning fees, tax preparation fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GODSEY & GIBB INC?

GODSEY & GIBB INC has approximately 25 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →