Christopher
Schreur

Van Hulzen Asset Management

CRD#2305620
Investment Advisor
in El Dorado Hills, CA

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About this Advisor

Christopher Schreur is a financial advisor working out of El Dorado Hills, California with 17 years of relevant experience. Schreur currently works for Van Hulzen Asset Management. Their career trajectory has included roles at Van Hulzen Asset Management, LLC and Bardin Financial Services. Schreur holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California. Van Hulzen Asset Management is a financial advisory firm that has its headquarters in El Dorado Hills, CA. The investment advisory business has offices in four locations and a total of 19 financial advisors. It oversees $2 billion in total assets across its 2,222 client accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm advises 26 charities and foundations. Of its 2,222 client accounts, 21% belong to high-net-worth individuals who have greater than $1 million in investable assets. The firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and other services. Fees charged by financial advisors vary depending on the financial services offered. However, fees billed by Van Hulzen Asset Management likely include asset-based, hourly, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Other

Fee Structure

Percentage of Assets, Hourly Charges, Performance-based Fees, Others

Office Location

4370 Town Center Blvd. Suite 220
El Dorado Hills, CA 95762

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Van Hulzen Asset Management Brokerage Details

Total Assets Under Management

$1,464,847,702

CA Average: $7,578,581,321
Total Number of Employees

19

CA Average: 43
Total Number of Accounts

2,222

CA Average: 3,727
Average Account Size

$659,247

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Other

Christopher Schreur Work History

Christopher has been registered as a financial advisor for 17 years.*

2006 - Present (18 years)

Van Hulzen Asset Management, LLC

2006 - 2014 (8 years)

Bardin Financial Services

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Christopher Schreur to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Van Hulzen Asset Management

Amber Adams
El Dorado Hills, CA
Paul Nederveld
El Dorado Hills, CA
Jarrod Jacobi
El Dorado Hills, CA
Rhett Beal
El Dorado Hills, CA
Nicole Zetouna
El Dorado Hills, CA
John Pearce
El Dorado Hills, CA
Jason Wetsel
Shingle Springs, CA
Stefanus Ten Brink
El Dorado Hills, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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