Unclaimed Profile

Bradley Robert Nicholson

VAN HULZEN ASSET MANAGEMENT, LLC·EL DORADO HILLS, California

Series 65Clean record21 years registeredVAN HULZEN ASSET MANAGEMENT, LLC

4370 TOWN CENTER BLVD., EL DORADO HILLS, CA 95762CRD# 4846561Firm CRD# 116632

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Bradley Robert Nicholson · EL DORADO HILLS, CA

Registration

CRD #4846561 · VAN HULZEN ASSET MANAGEMENT, LLC · 21 years registered

Brand Profile

Not yet started

Career History

MW INVESTMENT STRATEGY

Apr 2017 – present

VAN HULZEN FINANCIAL ADVISORS

Apr 2008 – present

BARDIN FINANCIAL SERVICES

Mar 2015 – Jul 2015

JACKSON, CA

BARDIN FINANCIAL SERVICES

Mar 2005 – Jul 2014

JACKSON, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · March 8, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

VAN HULZEN ASSET MANAGEMENT, LLC

CRD 116632 · SEC 801-61884

AUM

$2.0B

Regulatory assets under management

Employees

2,486 client accounts

Services offered by VAN HULZEN ASSET MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Other

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at VAN HULZEN ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Bradley Robert Nicholson offer?

Bradley Robert Nicholson specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in EL DORADO HILLS, California for a consultation.

What are Bradley Robert Nicholson's credentials?

Bradley Robert Nicholson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Bradley Robert Nicholson located?

Bradley Robert Nicholson is based in EL DORADO HILLS, California, working with VAN HULZEN ASSET MANAGEMENT, LLC. Their office serves clients in the EL DORADO HILLS metropolitan area and surrounding communities.

How does Bradley Robert Nicholson charge for services?

Bradley Robert Nicholson's firm is compensated through percentage of aum, hourly charges, performance-based fees, other: consulting fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is VAN HULZEN ASSET MANAGEMENT, LLC?

VAN HULZEN ASSET MANAGEMENT, LLC has approximately 19 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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