Taranvir S. Pannu

BULMAN WEALTH GROUP

Roseville, CA 95661

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CRD#: 7134256

Professional summary

Taranvir S. Pannu, who also goes by Taranvir Singh Pannu, Taran Pannu, Taranvir S Pannu, Taranvir Pannu, is a registered financial advisor currently at BULMAN WEALTH GROUP located in Roseville, California.

Taranvir is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Taranvir has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Taranvir Singh Pannu | Taran Pannu | Taranvir S Pannu | Taranvir Pannu

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) - RIA

Click below to view Taranvir S. Pannu'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

January 7, 2025 - Present

BULMAN WEALTH GROUP

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

RIA

CRD#: 313552

Roseville, CA

Past

March 27, 2023 - December 20, 2024

MONARCH WEALTH STRATEGIES

RIA

CRD#: 136029

Santa Maria, CA

Past

August 1, 2019 - July 7, 2022

J.P. MORGAN SECURITIES LLC

CRD#: 79

HANFORD, CA

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
(1/7/2025)

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: 3/25/2023

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/16/2019

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 6TO

Date: 8/1/2019

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 7/11/2019

Securities Industry Essentials 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

Taranvir S. Pannu

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Taranvir S. Pannu's CRS (Customer Relationship Summary).

Certified licenses

Experience

MONARCH WEALTH STRATEGIES

J.P. MORGAN SECURITIES LLC

Primary Firm SEC Registration

BULMAN WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 3/25/2023

Series 63

Date: 8/16/2019

Series 6TO

Date: 8/1/2019

SIE

Date: 7/11/2019

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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