Sean Borchardt, financial advisor El Dorado Hills CA
93 score

Sean Borchardt

CRD Number: 4498256
Current Firm: Van Hulzen Asset Management

Sean Borchardt (CRD# 4498256) is an Investment Advisor Representative working at Van Hulzen Asset Management in El Dorado Hills, CA and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Van Hulzen Asset Management Folsom, CA May 2009 - Current 7
Beechwood Wealth Advisors, LLC Fresno, CA Apr 2008 - May 2009 1
Kms Financial Services, Inc. Seattle, WA Feb 2007 - Apr 2008 1
Beechwood Advisory Group LLC Fresno, CA Jan 2007 - Apr 2008 1
Eplanning Securities Inc. Fresno, CA Jan 2006 - Feb 2007 1
New York Life Fresno, CA Jan 2002 - Dec 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S65 NASAA Investment Advisors Law Examination Mar 2006
Contact Info for Sean T. Borchardt
Phone Number: (916) 608-4284
Firm Website: http://www.vaminvest.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    546
    MILLIONS
  • Total Number of Accounts
    1,163
    ACCOUNTS
  • Average Account Value
    $469,046
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Other
Types of Clients
Registered States

CA, CO, FL, IL, NM, NV, NY, OH, OR, TX, WA

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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