Zane Scott Williams
Investment Adviser Representative at Bulman Wealth Group
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Zane Scott Williams is an investment adviser representative with Bulman Wealth Group in Roseville, CA, where they have been registered since 2025, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.
Office
Advisors at this office: 6
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- California
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Granite BAY GOLF CLUBNov 2021 – Nov 2025Granite Bay, CA
- Pacific Coast Companies Inc.May 2023 – Aug 2023Rancho Cordova, CA
- Serrano Country CLUBMay 2024 – Aug 2024El Dorado Hills, CA
- Bulman Wealth GroupJan 2025 – no end date reportedRoseville, CA
- California State University SacramentoJan 2022 – Dec 2024Sacramento, CA
- Folsom LAKE CollegeAug 2019 – Dec 2021Folsom, CA
- Bella Vista HIGH SchoolAug 2015 – May 2017Fair Oaks, CA
- Jesuit HIGH SchoolAug 2017 – May 2019Arden-arcade, CA
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Bulman Wealth Group
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Other
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Retirement income planning, investment management, tax planning, healthcare in retirement planning, and estate planning, offered through a proprietary framework called the Financial Compass.
Client types the firm serves
Firm assets under management
$100M–$500M
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 7
- Offices listed on AdvisorFinder:
- 2
- Main office:
- Roseville, CA
- SEC file number:
- 801-124893
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 5, 2026
View full firm profileOther advisors at Bulman Wealth Group
6 other advisors in the directory
Similar advisors in Roseville, CA
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Zane Scott Williams has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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