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BS

Blaine R. Stahlman

AMERICAN GLOBAL WEALTH MANAGEMENT
McDonough, GA 30253
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CRD#: 1189213
BS
Blaine Robert StahlmanAMERICAN GLOBAL WEALTH MANAGEMENT

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.

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.

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.
The advisor shows no other business activity.

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
BD
CRD#: 7388
McDonough, GA
Past

January 2, 2025 - December 31, 2025

FIRST ASSET FINANCIAL INC.

BD
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.

BD
CRD#: 23651
CASTLE ROCK, CO
Past

May 23, 1988 - July 13, 1989

LEGG MASON WOOD WALKER, INCORPORATED

BD
CRD#: 6555
BALTIMORE, MD
Past

September 21, 1983 - May 31, 1988

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691

State Registrations and Notice Filings


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

RR
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

RR
Colorado
(5/8/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 10/4/1983
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
RR
Series 52TO
Date: 1/2/2023
Municipal Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
RR
Series 14
Date: 1/2/2023
Compliance Officer Examination
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


AG
AMERICAN GLOBAL WEALTH MANAGEMENT, INC.
AMERICAN GLOBAL WEALTH MANAGEMENT, INC. | WISCONSIN DISCOUNT SECURITIES CORPORATION

CRD#: 7388 / SEC#: , 8-21584

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Mailing Address
1600 Pennsylvania Ave., Mcdonough, GA 30253
Phone number
(770) 400-9862
Established
Wisconsin since 02/25/1977
Firm type
Corporation
Fiscal year end
September
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
AMERICAN GLOBAL WEALTH SERVICES, INC.OWNER
CIANTRO, PHILIPFINOP2350685
FAULK, RACHELCHIEF COMPLIANCE OFFICER7712313
MAY, JAMES DAVIDVP OF REPRESENTATIVE AND CLIENT RELATIONS1601422
WEBB, JAMES RANDALLCEO2089446
WEBB, JAMES RANDALLCHIEF OPERATIONS OFFICER2089446
WEBB, JAMES RANDALLPRESIDENT2089446

Red Flags


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

Company Information


AMERICAN GLOBAL WEALTH MANAGEMENT, INC.

CRD#: 7388Mcdonough, GA 30253

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