Craig
Vanhulzen
Van Hulzen Financial Advisors
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About this Advisor
Craig Vanhulzen is a financial advisor based in El Dorado Hills, California, working with Van Hulzen Financial Advisors. Craig has previously held positions at Van Hulzen Asset Management and Bardin Financial Services. Craig has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California, Idaho, and Texas. Currently, Craig is part of Van Hulzen Financial Advisors, which operates out of El Dorado Hills, California. The firm has 2 offices and 19 employees. The firm manages assets totaling $2.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and other services. The fee structure at Van Hulzen Financial Advisors includes asset-based, hourly, performance-based, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Van Hulzen Financial Advisors Brokerage Details
$1,993,819,811
19
2,486
$802,019
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Other
Craig Vanhulzen Work History
Van Hulzen Asset Management
Bardin Financial Services
Disclosures
Please visit the SEC profile of Craig Vanhulzen 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 Financial Advisors
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
Shingle Springs, CA
El Dorado Hills, CA
El Dorado Hills, CA
El Dorado Hills, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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