Stephanie Y. Hernandez

BULMAN WEALTH GROUP

Temecula, CA 92590

Some features on this profile are disabled

CRD#: 7445984

Professional summary

Stephanie Yanira Hernandez is a registered financial advisor currently at BULMAN WEALTH GROUP located in Temecula, California.

Stephanie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Stephanie has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

1) BWG Insurance Agency; Investment related; 3400 Douglas Blvd. Suite 150 Roseville, CA 95661; Insurance sales; Insurance Agent; Agent; 03/01/2024, 10 hours/month and 0-10 during securities trading hours; Insurance sales for clients as their needs warrant.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Yanira Hernandez'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

March 14, 2024 - Present

BULMAN WEALTH GROUP

Office #1: 1 Better World Ste 230, Temecula, CA 92590

RIA

CRD#: 313552

Temecula, 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
(3/14/2024)

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: 2/26/2024

Uniform Investment Adviser Law 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)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Amanda Earlywine

HUMAN INVESTING

IAR

Lake Oswego, OR

Shayne Beecher

RBC CAPITAL MARKETS, LLC

IAR

Lancaster, PA

John Hoover

MAIA WEALTH

IAR

Dallas, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Stephanie Y. Hernandez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stephanie Yanira Hernandez's CRS (Customer Relationship Summary).

Certified licenses

Experience

BULMAN WEALTH GROUP

Primary Firm SEC Registration

BULMAN WEALTH GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 2/26/2024

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

Similar Advisors