Christopher Bulman (CRD# 4450710) is an Investment Advisor Representative working at Bulman Wealth Group in Roseville, CA and has over 22 years of experience in the finance industry.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Chris Bulman Inc. Dba Bulman Wealth Group | Roseville, CA | Mar 2021 - Current | 3 |
| Chris Bulman Inc. Dba Bwg Insurance Agency | Roseville, CA | Jul 2018 - Current | 5 |
| Chris Bulman Inc. Dba Bulman Wealth Group | Roseville, CA | Jul 2018 - Current | 5 |
| Retirement Wealth Advisors, LLC | Grand Rapids, MI | Feb 2016 - Current | 8 |
| Ameritas Life Insurance Corp. | Lincoln, NE | Feb 2006 - Current | 18 |
| World Equity Group | Arlington Heights, IL | Aug 2019 - Nov 2021 | 2 |
| Otellus | San Francisco, CA | May 2005 - Dec 2019 | 14 |
| Tcm Securities | Woodstock, GA | Feb 2016 - Aug 2019 | 3 |
| Ameritas Investment Corp | Lincoln, NE | Jan 2010 - Feb 2016 | 6 |
| Ameritas Investment Corp | Lincoln, NE | Feb 2006 - Feb 2016 | 10 |
| Cornerstone Financial Partners | San Jose, CA | Apr 2006 - Jan 2016 | 9 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 2001 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
- CA
- TX
-
Total Assets Under Management148MILLIONS
-
Total Number of Accounts974ACCOUNTS
-
Average Account Value$152,178
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, NV, PA, TX
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