Christopher James Bulman
Investment adviser representative at Bulman Wealth Group
21 yearsExperience
2 statesRegistered 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
21 years in the industry.
- Bulman Wealth GroupApr 2021 to now
- Chris Bulman Inc. dba Bulman Wealth GroupJul 2018 to now
- Chris Bulman Inc. dba Bwg Insurance AgencyJul 2018 to now
- Ameritas Life Insurance Corp.Feb 2006 to now
- World Equity GroupAug 2019 to Nov 2021
- Retirement Wealth Advisors, LLCFeb 2016 to Aug 2023
- Tcm SecuritiesFeb 2016 to Aug 2019
- OtellusMay 2005 to Dec 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
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
- 4450710
- Firm CRD
- 313552