Christopher J. Bulman

BULMAN WEALTH GROUP

Roseville, CA 95661

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CRD#: 4450710

Professional summary

Christopher James Bulman, who also goes by Chris James Bulman, is a registered financial advisor currently at BULMAN WEALTH GROUP located in Roseville, California.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Christopher has worked at 7 firms and has passed the Series 66, Series 63, Series 6TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Chris James Bulman

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.

Ameritas Life Insurance Corp; Investment-related; 5900 O Street, Lincoln, NE 68510; Licensed Agent. Life insurance sales; Started 02/2006; 5 hours per week; 5 hours per week during securities trading hours; Help manage a team of life insurance sales people who's primary goal is to sell Ameritas Life Insurance. BWG Insurance Agency; Investment-related; 2530 Douglas Blvd, Ste 170 Roseville, CA 95661; Owner/President/Agent dba name for Financial planning related to insurance sales. Started 07/2015; 50 hours per month; 40 hours during securities trading hours. Insurance sales for clients as their needs warrant.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher James Bulman'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 30, 2021 - Present

BULMAN WEALTH GROUP

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

RIA

CRD#: 313552

Roseville, CA

Past

August 2, 2019 - November 22, 2021

WORLD EQUITY GROUP, INC.

CRD#: 29087

Roseville, CA

Past

February 11, 2016 - August 23, 2023

BROOKSTONE WEALTH ADVISORS, LLC

RIA

CRD#: 137658

ROSEVILLE, CA

Past

February 5, 2016 - August 7, 2019

TAYLOR CAPITAL MANAGEMENT INC.

CRD#: 43559

Roseville, CA

Past

January 28, 2010 - February 10, 2016

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

SAN JOSE, CA

Past

February 22, 2006 - February 10, 2016

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

SAN JOSE, CA

Past

January 1, 2004 - May 4, 2005

WELLS FARGO INVESTMENTS, LLC

RIA

CRD#: 10582

SAN FRANCISCO, CA

Past

November 12, 2003 - May 4, 2005

WELLS FARGO INVESTMENTS, LLC

CRD#: 10582

SAN FRANCISCO, CA

Past

November 6, 2001 - May 28, 2003

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
(4/30/2021)

IAR

Texas
(7/14/2022)

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 66

Date: 12/23/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/8/2001

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 1/2/2023

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 11/5/2001

General Securities Representative Examination

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

Christopher J. Bulman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Christopher James Bulman's CRS (Customer Relationship Summary).

Certified licenses

Experience

WORLD EQUITY GROUP, INC.

BROOKSTONE WEALTH ADVISORS, LLC

TAYLOR CAPITAL MANAGEMENT INC.

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

WELLS FARGO INVESTMENTS, LLC

WELLS FARGO INVESTMENTS, LLC

EDWARD JONES

Primary Firm SEC Registration

BULMAN WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 12/23/2003

Series 63

Date: 11/8/2001

Series 6TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 11/5/2001

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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