Founder and CEO · Van Hulzen Financial Advisors
Craig D. Vanhulzen
CRD 2468474 · 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 Craig D. Vanhulzen on its Form ADV as Founder and CEO, a control person. The SEC filings also name Craig at 1 other registered adviser.
Firms and roles
- Van Hulzen Financial AdvisorsFounder and CEOWealth manager · EL Dorado Hills, CA · $2.1B in regulatory assets
- MW Investment StrategyChief Executive OfficerWealth manager · EL Dorado Hills, CA · $43M in regulatory assets
AtlasMembers
Craig’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.
SEC adviser record
- Registered since
- 2001 (25 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 3 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Craig’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
- 4 firmsLocked
- 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
- Rhett A. BealVice President, Van Hulzen Financial Advisors
- Bradley R. NicholsonPresident, 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 Craig’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.