President · Van Hulzen Financial Advisors
Bradley R. Nicholson
CRD 4846561 · Named on Form ADV at 2 SEC-registered advisers
At a glance
Van Hulzen Financial Advisors, an SEC-registered wealth manager based in EL Dorado Hills, CA with $2.1 billion in regulatory assets, lists Bradley R. Nicholson on its Form ADV as President, a control person. The SEC filings also name Bradley at 1 other registered adviser.
Firms and roles
- Van Hulzen Financial AdvisorsPresidentWealth manager · EL Dorado Hills, CA · $2.1B in regulatory assets
- MW Investment StrategySecretaryWealth manager · EL Dorado Hills, CA · $43M in regulatory assets
AtlasMembers
Bradley’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at each firm
- 2 firmsLocked
- Control-person status
- 2 firmsLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Rhett A. BealVice President, Van Hulzen Financial Advisors
- Craig D. VanhulzenFounder and CEO, Van Hulzen Financial Advisors
- Stefanus Ten BrinkManaging Director, Van Hulzen Financial Advisors
- Paul NederveldDirector of Business Operations and Chief Compliance Officer, Van Hulzen Financial Advisors
- John R. PearceManaging Director, Van Hulzen Financial Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Bradley’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.