Blaine R. Stahlman

AMERICAN GLOBAL WEALTH MANAGEMENT

Mcdonough, GA 30253

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CRD#: 1189213

Professional summary

Blaine Robert Stahlman, who also goes by Blaine Stahlman, is a registered financial professional currently at AMERICAN GLOBAL WEALTH MANAGEMENT, INC. located in Mcdonough, Georgia and FIRST ASSET FINANCIAL INC. located in Salina, Kansas.

Blaine is registered as a RR (Registered Representative) and started their career in finance in 1983. Blaine has worked at 5 firms and has passed the Series 63, Series 99TO, Series 52TO, SIE, Series 7, Series 14, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Blaine Stahlman

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

OFFICER, PROFESSIONAL MANAGING GENERAL INSURANCE AGENCY, INC.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Blaine Robert Stahlman's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 8, 2023 - Present

AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

Office #1: 1600 Pennsylvania Avenue, Mcdonough, GA 30253

CRD#: 7388

Mcdonough, GA

Current

January 2, 2025 - Present

FIRST ASSET FINANCIAL INC.

Office #1: 110 E. Iron Ave., Salina, KS 67401

CRD#: 139107

Salina, KS

Past

January 1, 1999 - May 15, 2024

PROFESSIONAL BROKER-DEALER FINANCIAL PLANNING, INC.

RIA

CRD#: 23651

CASTLE ROCK, CO

Past

July 6, 1989 - July 8, 2024

PROFESSIONAL BROKER-DEALER FINANCIAL PLANNING, INC.

CRD#: 23651

CASTLE ROCK, CO

Past

May 23, 1988 - July 13, 1989

LEGG MASON WOOD WALKER, INCORPORATED

CRD#: 6555

BALTIMORE, MD

Past

September 21, 1983 - May 31, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Colorado
(5/8/2023)

Exams

State Security Law Exam

Series 63

Date: 10/4/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 99TO

Date: 1/2/2023

Operations Professional Examination

General Industry/Product Exam

Series 52TO

Date: 1/2/2023

Municipal Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/17/1983

General Securities Representative Examination

Principal/Supervisory Exam

Series 14

Date: 1/2/2023

Compliance Officer Examination

Principal/Supervisory Exam

Series 27

Date: 7/31/1991

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 7/26/1989

General Securities Principal Examination

SRO Registrations

FINRA

Current Firm

FIRST ASSET FINANCIAL INC.

CRD#: 139107 / SEC#: , 8-67191

Broker-Dealer Firm Regulated by FINRA (Kansas City district office)

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Contact information

Main Address

110 E. Iron Ave., Salina, KS 67401

Mailing Address

110 E. Iron Ave., Salina, KS 67401

Phone number

(785) 825-5050

Established

Kansas since 06/15/2005

Firm type

Corporation

Fiscal year end

December

Firm Size

Small

# of Employees

FINRA licenses (20 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

Name	Position	CRD#
AMERICAN GLOBAL WEALTH SERVICES, INC	OWNER
CIANTRO, PHILIP GERARD	FINOP	2350685
FAULK, RACHEL	CCO	7712313
HAMMAN, ROBERT LEE	PRESIDENT, ROSFP	827526

Disclosures

Regulatory Event

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Blaine R. Stahlman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Blaine Robert Stahlman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FIRST ASSET FINANCIAL INC.

PROFESSIONAL BROKER-DEALER FINANCIAL PLANNING, INC.

PROFESSIONAL BROKER-DEALER FINANCIAL PLANNING, INC.

LEGG MASON WOOD WALKER, INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

State Registrations and Notice Filings

Exams

Series 63

Date: 10/4/1983

Series 99TO

Date: 1/2/2023

Series 52TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/17/1983

Series 14

Date: 1/2/2023

Series 27

Date: 7/31/1991

Series 24

Date: 7/26/1989

FINRA

Current Firm

FIRST ASSET FINANCIAL INC.

Contact information

FINRA licenses (20 States and Territories)

Documents

Direct owners and executive officers

Disclosures

Red Flags

Company Information

FIRST ASSET FINANCIAL INC.

TRUST BUT VERIFY

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