Christopher Schreur (CRD# 2305620) is an Investment Advisor Representative working at Van Hulzen Financial Advisors in El Dorado Hills, CA and has over 31 years of experience in the finance industry.
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 | Jackson, CA | May 2006 - Current | 17 |
Bardin Financial Services | Jackson, CA | May 2006 - Jul 2014 | 8 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Jan 1993 |
S65 | NASAA Investment Advisors Law Examination | Jun 2006 |
- CA
-
Total Assets Under Management1,994MILLIONS
-
Total Number of Accounts2,486ACCOUNTS
-
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
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.