Christopher
Bulman
Bulman Wealth Group
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About this Advisor
Christopher Bulman is a financial advisor based in Roseville, California, working with Bulman Wealth Group. Christopher has previously held positions at Cornerstone Financial Partners, Ameritas Investment Corp, Ameritas Life Insurance Corp, Otellus, Retirement Wealth Advisors, LLC, Tcm Securities, World Equity Group, Chris Bulman Inc Dba Bulman Wealth Group, and Chris Bulman Inc Dba Bwg Insurance Agency. Christopher has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California and Texas. Currently, Christopher is part of Bulman Wealth Group, which operates out of Roseville, California. The firm has one office and 14 employees. The firm manages assets totaling $148.2 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Bulman Wealth Group includes asset-based, fixed, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Bulman Wealth Group Brokerage Details
$148,221,450
14
974
$152,178
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Christopher Bulman Work History
Chris Bulman Inc Dba Bulman Wealth Group
Chris Bulman Inc Dba Bwg Insurance Agency
Chris Bulman Inc Dba Bulman Wealth Group
Retirement Wealth Advisors, LLC
Ameritas Life Insurance Corp
World Equity Group
Tcm Securities
Ameritas Investment Corp
Cornerstone Financial Partners
Ameritas Investment Corp
Otellus
Disclosures
Please visit the SEC profile of Christopher Bulman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Bulman Wealth Group
Roseville, CA
Roseville, CA
Temecula, CA
Roseville, CA
Roseville, CA
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