Brian J. Ullmann, CFP<sup>&reg;</sup> - Financial Advisor

Brian J. Ullmann, CFP®

J.D., AIF®

Managing Partner | Financial Advisor

Ford Financial Group

5260 North Palm Avenue, Ste 221
Fresno, CA 93704
FINANCIAL ADVISOR'S WEBSITE
(855) 449-8669
+1 More Number
(559) 449-8690
CONNECT WITH Brian
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General

Brian Ullmann is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Ford Financial Group in Fresno, CA and the surrounding communities.

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7, 66

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Admitted to Bar
  • Other - CA Insurance Lic #0G64721

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Variable annuities

Broker-Dealer Affiliation

LPL Financial

Broker-Dealer Disclaimer

Brian J. Ullmann is a Registered Representative with and securities are offered through LPL Financial, Member FINRA & SIPC. See FINRA and SIPC hyperlink below and to the right in "My Links". Investment advice is offered through Ford Financial Group, a Registered Investment Advisor and seperate entity from LPL Financial.
FINRA BrokerCheck

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, Attending College, Charitable & Planned Giving, Annuities, Asset Allocation, Career Change, Estate Planning, Investment Management, Employee Benefits, Getting Divorced, Mutual Funds, Getting Married, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Starting a Family, Succession Planning, Sudden Wealth, Men's Finances, Women's Finances

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