Michael S. Mcelmoyl

BULMAN WEALTH GROUP

Roseville, CA 95661

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CRD#: 2628757

Professional summary

Michael Shawn Mcelmoyl, who also goes by Michael Mcelmoyl, Shawn Mcelmoyl, is a registered financial advisor currently at BULMAN WEALTH GROUP located in Roseville, California.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1995. Michael has worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7, Series 9, Series 10 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Mcelmoyl | Shawn Mcelmoyl

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.

BWG Insurance Agency; Investment related; 3400 Douglas Blvd. Suite 150 Roseville, CA 95661; Insurance sales; Insurance Agent; Agent; 07/01/2024, 10 hours/month; 0-10 during securities trading hours; Insurance sales for clients as their needs warrant. Affluent Strategies, Not investment related, business is done virtually through online meetings, Sales and Sales Leadership Training, Founder (sole proprietor), Started 07/01/2023, 0-5 hours/month, 0-1 during securities trading hours, Affluent Strategies is a seller/distributor of two online sales training programs with optional zoom based masterclasses taught by Mr. Mcelmoyl.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Shawn Mcelmoyl'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

April 23, 2024 - Present

BULMAN WEALTH GROUP

Office #1: 3400 Douglas Blvd. Suite 150, Roseville, CA 95661

RIA

CRD#: 313552

Roseville, CA

Past

May 18, 2021 - July 21, 2023

U.S. BANCORP ADVISORS, LLC

RIA

CRD#: 14455

SAN FRANCISCO, CA

Past

May 17, 2021 - July 21, 2023

U.S. BANCORP ADVISORS, LLC

CRD#: 14455

SAN FRANCISCO, CA

Past

October 5, 2009 - April 29, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA

CRD#: 19616

ROSEVILLE, CA

Past

October 2, 2009 - April 29, 2021

WELLS FARGO CLEARING SERVICES, LLC

CRD#: 19616

ROSEVILLE, CA

Past

June 6, 2002 - August 14, 2009

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

RENO, NV

Past

June 6, 2002 - August 14, 2009

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

RENO, NV

Past

June 13, 2000 - June 19, 2002

PRUDENTIAL EQUITY GROUP, LLC

RIA

CRD#: 7471

SAN DIEGO, CA

Past

March 9, 1999 - June 19, 2002

PRUDENTIAL EQUITY GROUP, LLC

CRD#: 7471

NEW YORK, NY

Past

January 27, 1998 - July 24, 1998

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 18353

NEWARK, NJ

Past

April 7, 1997 - December 11, 1997

GLOBAL ATLANTIC DISTRIBUTORS, LLC

CRD#: 8326

HARTFORD, CT

Past

July 19, 1995 - February 18, 1997

EDWARD JONES

CRD#: 250

ST. LOUIS, MO

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

BULMAN WEALTH GROUP

BULMAN WEALTH GROUP | CHRIS BULMAN INC.

CRD#: 313552 / SEC#: 801-124893

RIA

Registered Investment Advisory firm - (5/4/2022 Approved)

California

Registered Investment Advisory firm - (7/16/2022 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/21/2022 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

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

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(4/23/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/8/2000

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/20/1995

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 3

Date: 12/19/2000

National Commodity Futures Examination

General Industry/Product Exam

Series 7

Date: 7/18/1995

General Securities Representative Examination

Principal/Supervisory Exam

Series 9

Date: 1/2/2023

General Securities Sales Supervisor - Options Module Examination

Principal/Supervisory Exam

Series 10

Date: 1/2/2023

General Securities Sales Supervisor - General Module Examination

Principal/Supervisory Exam

Series 8

Date: 5/26/1999

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

BULMAN WEALTH GROUP

BULMAN WEALTH GROUP | CHRIS BULMAN INC.

CRD#: 313552 / SEC#: 801-124893

RIA

Registered Investment Advisory firm - (5/4/2022 Approved)

California

Registered Investment Advisory firm - (7/16/2022 Terminated)

Pennsylvania

Registered Investment Advisory firm - (6/21/2022 Terminated)

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Contact information

Main Address

3400 Douglas Blvd. Suite 150, Roseville, CA 95661

Mailing Address

Phone number

(916) 458-8199

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV 2A (8/12/2025)

Regulatory assets under management

Total Number of Accounts	1,030
AUM (Assets Under Management)	$ 200,597,015

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

Michael S. Mcelmoyl

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Shawn Mcelmoyl's CRS (Customer Relationship Summary).

Certified licenses

Experience

U.S. BANCORP ADVISORS, LLC

U.S. BANCORP ADVISORS, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO CLEARING SERVICES, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL EQUITY GROUP, LLC

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

GLOBAL ATLANTIC DISTRIBUTORS, LLC

EDWARD JONES

Primary Firm SEC Registration

BULMAN WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 6/8/2000

Series 63

Date: 7/20/1995

SIE

Date: 10/1/2018

Series 3

Date: 12/19/2000

Series 7

Date: 7/18/1995

Series 9

Date: 1/2/2023

Series 10

Date: 1/2/2023

Series 8

Date: 5/26/1999

Current Firm

BULMAN WEALTH GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BULMAN WEALTH GROUP

TRUST BUT VERIFY

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