Bradley Nicholson (CRD# 4846561) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 20 years of experience in the finance industry. Bradley Nicholson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Van Hulzen Asset Management, LLC | El Dorado Hills, CA | Jun 2019 - Current | 4 |
| Mw Investment Strategy | El Dorado Hills, CA | Oct 2016 - Current | 7 |
| Van Hulzen Asset Management, LLC | El Dorado Hills, CA | Mar 2005 - Jun 2019 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2003 |
- CA
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Total Assets Under Management1,994MILLIONS
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Total Number of Accounts2,486ACCOUNTS
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Average Account Value$802,019
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
AZ, CA, CO, FL, HI, ID, IL, LA, NM, NV, NY, OR, TX, WA
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