Scott Andrew Vlahon
Investment adviser representative at Bulman Wealth Group
12 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
12 years in the industry.
- Bulman Wealth GroupJul 2021 to now
- Chris Bulman Inc.Jul 2021 to now
- Bulman Wealth Group dba Bwg Insurance AgencyApr 2014 to now
- Integrated Financial Settlements dba Bulman Wealth GroupOct 2018 to Jul 2021
- Retirement Wealth Advisors LLCSep 2016 to Aug 2023
Exams passed
- Series 65 · Uniform Investment Adviser Law2016
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
- 6641095
- Firm CRD
- 313552