Christopher Bulman, financial advisor Roseville CA
93 score

Christopher Bulman

CRD Number: 4450710
Current Firm: Retirement Wealth Advisors, Inc.

Christopher Bulman (CRD# 4450710) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Roseville, CA and has over 15 years of experience in the finance industry.

Similar Advisors
Marshall Goins, financial advisor Roseville CA
Marshall Goins
CRD# 5332818
Clarion Advisors Inc.
Score
104
Similar Advisors
Walter McCurdy, financial advisor Roseville CA
Walter C. McCurdy
CRD# 3074595
Wells Fargo Advisors, LLC
Score
93
Similar Advisors
Peter Ashby, financial advisor Roseville CA
Peter J. Ashby
CRD# 5292327
Adams Ashby Financial Advisors
Score
103
Company Name Location Dates Years
Tcm Securities Woodstock, GA Feb 2016 - Current < 1
Retirement Wealth Advisors Grand Rapids, MI Feb 2016 - Current < 1
Bulman Wealth Group Roseville, CA Jul 2015 - Current 1
Ameritas Life Insurance Corp. Lincoln, NE Feb 2006 - Current 10
Roseville San Francisco, CA May 2005 - Current 11
Cornerstone Financial Partners San Jose, CA Apr 2006 - Jan 2016 9
Ameritas Investment Corp Lincoln, NE Feb 2006 - Jan 2016 9
Acacia Life Insurance Bethesda, MD Feb 2006 - Dec 2011 5
Union Central Life Insurance Cincinnati, OH Feb 2006 - Dec 2011 5
Ameritas Variable Life Insurance Company Lincoln, NE Feb 2006 - Apr 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2001
S66 NASAA Uniform Combined State Law Examination Dec 2003
Contact Info for Christopher J. Bulman
Phone Number: 616-667-2150
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    665
    MILLIONS
  • Total Number of Accounts
    5,954
    ACCOUNTS
  • Average Account Value
    $111,674
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES
93
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.