Zane Scott Williams
Investment adviser representative at Bulman Wealth Group
11 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
11 years in the industry.
- Bulman Wealth GroupJan 2025 to now
- Serrano Country ClubMay 2024 to Aug 2024
- Pacific Coast Companies Inc.May 2023 to Aug 2023
- California State University SacramentoJan 2022 to Dec 2024
- Granite Bay Golf ClubNov 2021 to Nov 2025
- Folsom Lake CollegeAug 2019 to Dec 2021
- Jesuit High SchoolAug 2017 to May 2019
- Bella Vista High SchoolAug 2015 to May 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8149298
- Firm CRD
- 313552