Van Hulzen Asset Management

Van Hulzen Asset Management (CRD# 116632) is a financial advisory firm headquartered in El Dorado Hills, CA. They manage $545,500,000 in 1,163 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    546
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Van Hulzen Asset Management
Showing 1 - 10 of 10 top financial advisors.
1
John W. Broyles
CRD#: 5870481
4370 Town Center Blvd., Suite 220, El Dorado Hills, CA 95762
96
Wealthminder
score

John Broyles (CRD# 5870481) is an Investment Advisor Representative working at Van Hulzen Asset Management in El Dorado Hills, CA and has over 5 years of experience in the finance industry. John Broyles 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.

2
Laurie J. Bassi
CRD#: 4520225
4370 Town Center Blvd., Suite 220, El Dorado Hills, CA 95762
93
Wealthminder
score

Laurie Bassi (CRD# 4520225) is an Investment Advisor Representative working at Van Hulzen Asset Management in El Dorado Hills, CA and has over 15 years of experience in the finance industry.

3
Sean T. Borchardt
CRD#: 4498256
4370 Town Center Blvd., Suite 220, El Dorado Hills, CA 95762
93
Wealthminder
score

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.

4
Bradley R. Nicholson
CRD#: 4846561
4370 Town Center Blvd., Suite 220, El Dorado Hills, CA 95762
93
Wealthminder
score

Bradley Nicholson (CRD# 4846561) is an Investment Advisor Representative working at Van Hulzen Asset Management in El Dorado Hills, CA and has over 13 years of experience in the finance industry.

5
John R. Pearce
CRD#: 4503062
4370 Town Center Blvd., Suite 220, El Dorado Hills, CA 95762
93
Wealthminder
score

John Pearce (CRD# 4503062) is an Investment Advisor Representative working at Van Hulzen Asset Management in El Dorado Hills, CA and has over 13 years of experience in the finance industry.

6
Christopher A. Schreur
CRD#: 2305620
4370 Town Center Blvd., Suite 220, El Dorado Hills, CA 95762
93
Wealthminder
score

Christopher Schreur (CRD# 2305620) is an Investment Advisor Representative working at Van Hulzen Asset Management in El Dorado Hills, CA and has over 23 years of experience in the finance industry.

7
Craig D. Vanhulzen
CRD#: 2468474
4370 Town Center Blvd, Suite 220, El Dorado Hills, CA 95762
93
Wealthminder
score

Craig Vanhulzen (CRD# 2468474) is an Investment Advisor Representative working at Van Hulzen Asset Management in El Dorado Hills, CA and has over 22 years of experience in the finance industry.

8
Nicole Zetouna
CRD#: 2578691
950 Iron Point Rd, Suite 290, Folsom, CA 95630
93
Wealthminder
score

Nicole Zetouna (CRD# 2578691) is an Investment Advisor Representative working at Van Hulzen Asset Management in Folsom, CA and has over 21 years of experience in the finance industry.

9
Stefanus Ten Brink
CRD#: 5902795
4370 Town Center Blvd., Suite 220, El Dorado Hills, CA 95762
90
Wealthminder
score

Stefanus Ten Brink (CRD# 5902795) is an Investment Advisor Representative working at Van Hulzen Asset Management in El Dorado Hills, CA and has over 5 years of experience in the finance industry.

10
Rhett A. Beal
CRD#: 6414026
4370 Town Center Blvd., Suite 220, El Dorado Hills, CA 95762
88
Wealthminder
score

Rhett Beal (CRD# 6414026) is an Investment Advisor Representative working at Van Hulzen Asset Management in El Dorado Hills, CA and has over 2 years of experience in the finance industry.

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