William Ohme has been an investment adviser representative at Elevate Financial Planning and Wealth Management since November 2024, and is not listed among the firm’s executive officers or direct owners.
Elevate Financial Planning and Wealth Management LLC is a St. Petersburg, FL firm with $107M under management, 457 clients and 36 advisers across 2 offices, as of its June 2026 filing.
William Ohme’s longest registration is the current one, 1 year at Elevate Financial Planning and Wealth Management since 2024. Before joining Elevate Financial Planning and Wealth Management in 2024, William Ohme was registered through Florida Financial Advisors, LLC.
- – present · 1 yearSt. Petersburg, FL · Adviser representative · Firm CRD 329079
- Florida Financial Advisors, LLC– · under a yearSaint Petersburg, FL · Adviser representative · Firm CRD 288811
Investment adviser representative registrations
William Ohme is registered as an investment adviser representative in 5 states. The first approvals date from November 2024; the most recent is Alabama, in January 2026.
- AlabamaSince 26 January 2026
- FloridaSince 7 November 2024
- GeorgiaSince 1 October 2025
- South CarolinaSince 24 August 2025
- TexasSince 8 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 6TO | Investment Company Products/Variable Contracts Representative Examination | 24 July 2025 |
| Series 65 | Uniform Investment Adviser Law Examination | 28 June 2024 |
| SIE | Securities Industry Essentials Examination | 9 April 2024 |
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- William James Ohme
- CRD
- 7965901
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 9400 4TH STREET N, SUITE 201, St. Petersburg, FL 33702
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does William Ohme work?
William Ohme is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since November 2024, and is not listed among the firm’s executive officers or direct owners.
Is William Ohme a financial advisor?
Yes. William Ohme has a current investment-adviser registration in Alabama, Florida, Georgia, South Carolina and Texas, through Elevate Financial Planning and Wealth Management since November 2024.
How many years of experience does William Ohme have?
William Ohme has 2 years in the financial industry, since September 2024, across 2 adviser firms.
What exams has William Ohme passed?
William Ohme has passed 3 licensing exams: the SIE, Series 65 and Series 6TO. The earliest, the SIE, was passed in April 2024.
Where did William Ohme work before Elevate Financial Planning and Wealth Management?
Before Elevate Financial Planning and Wealth Management, William Ohme was registered through Florida Financial Advisors, LLC, August 2024 to September 2024.
Where is William Ohme based?
William Ohme’s registered office is in St. Petersburg, FL.
Is William Ohme registered with FINRA?
No. William Ohme has no current broker registration.
How can I verify William Ohme’s record?
Search CRD 7965901 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes William Ohme’s full registration record.
