Unclaimed Profile

John Patrick Vanderheyden

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.·WALNUT CREEK, California

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOCFPClean record17 years registeredBEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

TWO WALNUT CREEK CENTER, WALNUT CREEK, CA 94596CRD# 2235802Firm CRD# 107326

Profile Verification

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

Identity

John Patrick Vanderheyden · WALNUT CREEK, CA

Registration

CRD #2235802 · BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – Jul 2021

AUSTIN, TX

NFP ADVISOR SERVICES, LLC

Jan 2009 – Sep 2016

AUSTIN, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · January 13, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

CRD 107326 · SEC 801-57272

AUM

$722M

Regulatory assets under management

Employees

1,749 client accounts

Services offered by BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. →

Introduction

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Frequently Asked Questions

What services does John Patrick Vanderheyden offer?

John Patrick Vanderheyden specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory.

What are John Patrick Vanderheyden's credentials?

John Patrick Vanderheyden holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is John Patrick Vanderheyden located?

John Patrick Vanderheyden is based in WALNUT CREEK, California, last registered with BEDELL FRAZIER INVESTMENT COUNSELLING, LLC..

How does John Patrick Vanderheyden charge for services?

John Patrick Vanderheyden's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BEDELL FRAZIER INVESTMENT COUNSELLING, LLC.?

BEDELL FRAZIER INVESTMENT COUNSELLING, LLC. has approximately 13 employees and manages $722M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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