CIO · Intrinsic Wealth Counsel, Inc.
Cornelius H. Van Zutphen
CRD 5264496 · Named on Form ADV at one SEC-registered adviser
At a glance
Intrinsic Wealth Counsel, Inc., an SEC-registered wealth manager based in Tempe, AZ with $345 million in regulatory assets, lists Cornelius H. Van Zutphen on its Form ADV as CIO.
Firms and roles
- Intrinsic Wealth Counsel, Inc.CIOWealth manager · Tempe, AZ · $345M in regulatory assets
AtlasMembers
Cornelius’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 the firm
- Locked
- Control-person status
- Locked
- 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.
SEC adviser record
- Registered since
- 2007 (19 years)
- Designations
- Certified Financial Planner, Chartered Financial Analyst
- Exams
- Series 65
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Cornelius’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- 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
- Cornelius H. Van ZutphenPresident, Intrinsic Wealth Counsel, Inc.
- Daniela U. JonesVp, Intrinsic Wealth Counsel, Inc.
- Gieselle LaceyCCO, Intrinsic Wealth Counsel, Inc.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cornelius’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.