Cornelius Van ZutphenCRD Number: 1261512
Current Firm: Intrinsic Wealth Counsel, Inc.
Cornelius Van Zutphen (CRD# 1261512) is an Investment Advisor Representative working at Intrinsic Wealth Counsel, Inc. in Tempe, AZ and has over 33 years of experience in the finance industry. Cornelius Van Zutphen 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.
Householder Group Estate & Retirement Specialists
Newman's Financial Planning
Woodbury Financial Services, Inc.
|Intrinsic Wealth Counsel, Inc.||Tempe, AZ||Mar 2012 - Current||5|
|Delta Ventures Financial Counsel, Inc.||Mesa, AZ||May 1999 - Mar 2012||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||May 1984|
|S65||NASAA Investment Advisors Law Examination||Sep 1995|
Total Assets Under Management126MILLIONS
Total Number of Accounts506ACCOUNTS
Average Account Value$248,660
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
AZ, CA, NY, TX