Glenn Ullmann, CDFA®

Glenn is President of Ullmann Wealth Partners, with overall responsibility for the firm’s wealth management practice.

Glenn has over 25 years of experience in the investment industry. During this time he has educated investors and professionals throughout the country regarding the need for discipline, simplicity, optimism and the power of professional advice. Glenn believes all clients should have a written financial plan tailored to the unique needs and circumstances of the individual, family or business. His book, Landing a Smooth Retirement, discusses these issues and the role they play in successful financial outcomes.

Before founding the firm in 2002, Glenn was the branch manager for Robert W. Baird and an advisor with Smith Barney. He was also a Pilot in the United States Air Force. He attended flight training and then flew on active duty which included missions during the Iran/Iraq War as well as a three-year tour as a flight instructor.

Glenn passionately believes in education and service. He currently serves as a Board Member for the JFCS and is a member of its Finance Committee. He is also a Trustee of the Baptist Health Foundation and a Beaches Community Fund Member.

Glenn earned an MA from the University of Oklahoma and BS from the United States Air Force Academy. In his spare time, Glenn enjoys flying his Cirrus SR22, reading, skiing in Colorado with his family and exploring new places.