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WILMER FINANCIAL GROUP INCORPORATED

WILMER FINANCIAL GROUP INCORPORATED - Florida Company Profile

Company Details

Entity Name:	WILMER FINANCIAL GROUP INCORPORATED
Jurisdiction:	FLORIDA
Filing Type:	Domestic Profit WILMER FINANCIAL GROUP INCORPORATED is structured as a Domestic Profit Corporation, which, in Florida signifies a Profit Corporation (also known as a C-Corporation). This business structure is recognized as a separate legal entity from its owners. This offers shareholders the benefit of limited liability protection, safeguarding their personal assets from the corporation's debts and obligations, and facilitates raising capital through the issuance of stock. In Florida, Domestic Profit Corporations are governed by Title XXXVI, Chapter 607, Florida Statutes – Florida Business Corporation Act.
Status:	Active The business entity is active. This status indicates that the business is currently operating and compliant with state regulations, suggesting a lower risk profile for lenders and potentially better creditworthiness.
Date Filed:	15 Sep 2022 (3 years ago)
Document Number:	P22000071895
FEI/EIN Number	92-0607920 Federal Employer Identification (FEI) Number assigned by the IRS.
Address:	714 N De Villiers Street, Pensacola, FL, 32501, US
Mail Address:	714 N De Villiers Street, Pensacola, FL, 32501, US
ZIP code:	32501
County:	Escambia
Place of Formation:	FLORIDA

Key Officers & Management

Name	Role	Address
WILMER ERIN	President	3394 CHANTARENE DRIVE, PENSACOLA, FL, 32507
WILMER STEPHEN C	Director	3394 CHANTARENE DRIVE, PENSACOLA, FL, 32507
WILMER ERIN L	Agent	3394 CHANTARENE DRIVE, PENSACOLA, FL, 32507

Fictitious Names

Registration Number	Fictitious Name	Status	Filed Date	Expiration Date	Cancellation Date	Mailing Address
G23000123681	THE WILMER INSURANCE AGENCY	ACTIVE	2023-10-05	2028-12-31	-	714 N DEVILLIERS STREET, PENSACOLA, FL, 32501

Events

Event Type	Filed Date	Value	Description
CHANGE OF PRINCIPAL ADDRESS	2023-04-27	714 N De Villiers Street, Pensacola, FL 32501	-
CHANGE OF MAILING ADDRESS	2023-04-27	714 N De Villiers Street, Pensacola, FL 32501	-

Documents

Name	Date
ANNUAL REPORT	2024-04-25
ANNUAL REPORT	2023-04-27
Domestic Profit	2022-09-15

U.S. Small Business Administration Profile

Status

User ID

Name of Firm

Trade Name

UEI

Address

Active

P2939147

WILMER FINANCIAL GROUP INCORPORATED

K8GMPEMGMAT6

714 N DE VILLIERS STREET, PENSACOLA, FL, 32501-3819

Capabilities Statement Link	HTTPS://WWW.WILMERFINANCIALGROUP.COM
Phone Number	850-801-7526
Fax Number	850-285-0492
E-mail Address	erin@wilmerfinancialgroup.com
WWW Page	www.wilmerfinancialgroup.com
E-Commerce Website	HTTP://WWW.WILMERFINANCIALGROUP.COM
Contact Person	ERIN WILMER
County Code (3 digit)	033
Congressional District	01
Metropolitan Statistical Area	6080
CAGE Code	9LQD9
Year Established	2022
Accepts Government Credit Card	Yes
Legal Structure	Corporation
Ownership and Self-Certifications	Black American, Other Minority Owned, Self-Certified Small Disadvantaged Business, Service-Disabled Veteran, Veteran, Economically Disadvantaged Women-Owned Small Business Joint Venture, Women-Owned Small Business, Woman Owned
Business Development Servicing Office	NORTH FLORIDA DISTRICT OFFICE (SBA office code 0491)
Capabilities Narrative	Founded in 2022 after 10 years in the corporate financial industry, Wilmer Financial Group Incorporated is a professional full service financial firm that supports individuals, businesses, federal, state and local governments, private for-profit and non-profit clients. Wilmer Financial Group Incorporated is dedicated to providing expert financial training and education. As a disabled veteran owned, women owned, minority owned business, we are committed to fostering financial literacy and equipping our clients with essential knowledge on various financial topics; including retirement planning, social security, Thrift Savings Plan (TSP), Medicare, Long Term Care Insurance, Flexible Spending Accounts (FSA), Federal Employee Health Benefits (FEHB), and Federal Employee Group Life Insurance (FEGLI). With a passion for excellence and innovation, we offer flexible training options, including virtual and in-person sessions, to meet the unique needs of each agency.
Special Equipment/Materials	(none given)
Business Type Percentages	(none given)
Keywords	FINANCIAL, INVESTMENTS, PORTFOLIO MANAGEMENT, 401K, RETIREMENT, FIDUCIARY, GROUP BENEFITS, GROUP LIFE INSURANCE, PENSION FUNDS, ADMINISTRATIVE MANAGEMENT, MARKETING, MARKETING CONSULTANT, PROFESSIONAL DEVELOPMENT, DEVELOPMENT TRAINING, RETIREMENT SEMINARS, FERS RETIREMENT SYSTEM, THRIFT SAVINGS PLAN, SOCIAL SECURITY SEMINARS, FINANCIAL SEMINARS, TRUSTS, IRA, ROTH IRA, STOCKS, BONDS
Quality Assurance Standards	(none given)
Electronic Data Interchange capable	-

Current Principals

Name	Erin Wilmer
Role	OWNER

SBA Federal Certifications

HUBZone Certified	No
Women Owned Certified	Yes
Women Owned Pending	No
Economically Disadvantaged Women Owned Certified	Yes
Economically Disadvantaged Women Owned Pending	No
Veteran-Owned Small Business Certified	No
Veteran-Owned Small Business Joint Venture	No
Service-Disabled Veteran-Owned Small Business Certified	Yes
Service-Disabled Veteran-Owned Small Business Joint Venture	No
Service-Disabled Veteran-Owned Small Business Certification Date	2023-07-10
Service-Disabled Veteran-Owned Small Business Certification Expiration Date	2027-07-10

Bonding Levels

Description	Construction Bonding Level (per contract)
Level	$0

Description	Construction Bonding Level (aggregate)
Level	$0

Description	Service Bonding Level (per contract)
Level	$2,000,000

Description	Service Bonding Level (aggregate)
Level	$2,000,000

NAICS Codes with Size Determinations by NAICS

Primary	Yes
Code	524210
NAICS Code's Description	Insurance Agencies and Brokerages
Buy Green	Yes

Code	522320
NAICS Code's Description	Financial Transactions Processing, Reserve, and Clearinghouse Activities
Buy Green	Yes

Code	523150
NAICS Code's Description	Investment Banking and Securities Intermediation
Buy Green	Yes

Code	523940
NAICS Code's Description	Portfolio Management and Investment Advice
Buy Green	Yes

Code	523991
NAICS Code's Description	Trust, Fiduciary and Custody Activities
Buy Green	Yes

Code	523999
NAICS Code's Description	Miscellaneous Financial Investment Activities
Buy Green	Yes

Code	524113
NAICS Code's Description	Direct Life Insurance Carriers
Buy Green	Yes

Code	524114
NAICS Code's Description	Direct Health and Medical Insurance Carriers
Buy Green	Yes

Code	524292
NAICS Code's Description	Pharmacy Benefit Management and Other Third-Party Administration of Insurance and Pension Funds
Buy Green	Yes

Code	524298
NAICS Code's Description	All Other Insurance Related Activities
Buy Green	Yes

Code	525110
NAICS Code's Description	Pension Funds
Buy Green	Yes

Code	525120
NAICS Code's Description	Health and Welfare Funds
Buy Green	Yes

Code	525190
NAICS Code's Description	Other Insurance Funds
Buy Green	Yes

Code	525910
NAICS Code's Description	Open?End Investment Funds
Buy Green	Yes

Code	525920
NAICS Code's Description	Trusts, Estates, and Agency Accounts
Buy Green	Yes

Code	541611
NAICS Code's Description	Administrative Management and General Management Consulting Services
Buy Green	Yes

Code	541613
NAICS Code's Description	Marketing Consulting Services
Buy Green	Yes

Code	541618
NAICS Code's Description	Other Management Consulting Services
Buy Green	Yes

Code	611430
NAICS Code's Description	Professional and Management Development Training
Buy Green	Yes

Code	812990
NAICS Code's Description	All Other Personal Services
Buy Green	Yes

Code	813920
NAICS Code's Description	Professional Organizations
Buy Green	Yes

Export Profile (Trade Mission Online)

Exporter	Wants
Export Business Activities	Broker (Intermediary), Service(s), Consultant
Exporting to	Australia; Canada; India; New Zealand; Sweden; United Kingdom
Desired Export Business Relationships	Direct export sales, Distributor/Importer, Representative/Agent/Broker, Joint venture/coventure, Wholly owned subsidiaries/branches
Description of Export Objective(s)	HTTP://WWW.WILMERFINANCIALGROUP.COM

Date of last update: 02 Apr 2025

Sources: Florida Department of State