Michael Shawn Mcelmoyl
Investment adviser representative at Bulman Wealth Group
17 yearsExperience
1 stateRegistered in
$283MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Bwg Insurance AgencyJul 2024 to now
- Bulman Wealth GroupApr 2024 to now
- Affluent StrategiesJun 2023 to now
- Mufg Union BankApr 2021 to Jun 2023
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2021
- Wells Fargo Advisors LLCJul 2009 to Nov 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2000
State registrations
Registered as an investment adviser representative in 1 state (CA).
Bulman Wealth Group
Legal name: Chris Bulman Inc.
$283MAssets managed
556Clients
7Advisers
4 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2628757
- Firm CRD
- 313552