Unclaimed Profile

Craig Dennis Vanhulzen

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

Series 7, Series 63, Series 65Clean record27 years registeredVAN HULZEN ASSET MANAGEMENT, LLC

4370 TOWN CENTER BLVD., EL DORADO HILLS, CA 95762CRD# 2468474Firm CRD# 116632

Profile Verification

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

Identity

Craig Dennis Vanhulzen · EL DORADO HILLS, CA

Registration

CRD #2468474 · VAN HULZEN ASSET MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

MW INVESTMENT STRATEGY

Apr 2017 – present

VAN HULZEN FINANCIAL ADVISORS

Feb 1999 – present

GUMP AND MCHUGH ASSET MANAGEMENT

Jan 2007 – Jan 2016

COLORADO SPRINGS, CO

BASSI INVESTMENTS,INC.

May 2005 – Dec 2012

GOLDEN, CO

BARDIN FINANCIAL SERVICES

Apr 2002 – Jul 2015

JACKSON, CA

BASSI INVESTMENTS,INC.

Apr 2002 – Dec 2004

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 25, 1999

Years registered · 27

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 Craig Dennis Vanhulzen offer?

Craig Dennis Vanhulzen specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in EL DORADO HILLS, California for a consultation.

What are Craig Dennis Vanhulzen's credentials?

Craig Dennis Vanhulzen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Craig Dennis Vanhulzen located?

Craig Dennis Vanhulzen 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 Craig Dennis Vanhulzen charge for services?

Craig Dennis Vanhulzen'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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