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CV

Craig D. Vanhulzen

VAN HULZEN FINANCIAL ADVISORS
EL DORADO HILLS, CA 95762
Some features on this profile are disabled
CRD#: 2468474
CV

Professional summary

Craig Dennis Vanhulzen is a registered financial advisor currently at VAN HULZEN FINANCIAL ADVISORS located in El Dorado Hills, California and MW INVESTMENT STRATEGY located in El Dorado Hills, California.

Craig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1994. Craig has worked at 8 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Craig Dennis Vanhulzen's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

February 25, 1999 - Present

VAN HULZEN FINANCIAL ADVISORS

Office #1: 4370 Town Center Blvd Suite 220, El Dorado Hills, CA 95762
RIA
CRD#: 116632
EL DORADO HILLS, CA
Current

April 11, 2017 - Present

MW INVESTMENT STRATEGY

Office #1: 4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762
RIA
CRD#: 118433
El Dorado Hills, CA
Past

January 24, 2007 - January 5, 2016

GUMP AND MCHUGH ASSET MANAGEMENT

RIA
CRD#: 118259
COLORADO SPRINGS, CO
Past

May 22, 2005 - December 10, 2012

BASSI INVESTMENTS,INC.

RIA
CRD#: 116516
GOLDEN, CO
Past

April 19, 2002 - July 1, 2015

BARDIN FINANCIAL SERVICES

RIA
CRD#: 108494
JACKSON, CA
Past

April 9, 2002 - December 31, 2004

BASSI INVESTMENTS,INC.

RIA
CRD#: 116516
BETHESDA, MD
Past

January 7, 1997 - July 16, 1997

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

March 5, 1996 - December 31, 1996

WALNUT STREET SECURITIES, INC.

BD
CRD#: 15840
EL SEGUNDO, CA
Past

December 8, 1994 - January 13, 1995

AMERIPRISE ADVISOR SERVICES, INC.

BD
CRD#: 5979
DETROIT, MI
Past

April 8, 1994 - December 16, 1994

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
EL SEGUNDO, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VH
VAN HULZEN FINANCIAL ADVISORS
BANDELIER ASSET MANAGEMENT A DIVISION OF VAN HULZEN ASSET MANAGEMENT, LLC | WETSEL FINANCIAL | VAN HULZEN FINANCIAL ADVISORS | VAN HULZEN ASSET MANAGEMENT, LLC | VAN HULZEN ASSET MANAGEMENT | SCHREUR FINANCIAL | GOALPATH FINANCIAL PLANNING

CRD#: 116632 / SEC#: 801-61884

RIA
Registered Investment Advisory firm - (3/14/2003 Approved)
California
Registered Investment Advisory firm - (5/8/2003 Terminated)
Colorado
Registered Investment Advisory firm - (12/31/2002 Terminated)
Texas
Registered Investment Advisory firm - (6/19/2003 Terminated)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(5/7/2001)
IAR
Idaho
(4/15/2024)
IAR
Texas
(3/13/2002)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/14/1996
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/12/1994
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 4/7/1994
General Securities Representative Examination

Current Firm

VH
VAN HULZEN FINANCIAL ADVISORS
BANDELIER ASSET MANAGEMENT A DIVISION OF VAN HULZEN ASSET MANAGEMENT, LLC | WETSEL FINANCIAL | VAN HULZEN FINANCIAL ADVISORS | VAN HULZEN ASSET MANAGEMENT, LLC | VAN HULZEN ASSET MANAGEMENT | SCHREUR FINANCIAL | GOALPATH FINANCIAL PLANNING

CRD#: 116632 / SEC#: 801-61884

RIA
Registered Investment Advisory firm - (3/14/2003 Approved)
California
Registered Investment Advisory firm - (5/8/2003 Terminated)
Colorado
Registered Investment Advisory firm - (12/31/2002 Terminated)
Texas
Registered Investment Advisory firm - (6/19/2003 Terminated)
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Contact information

Main Address
4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762
Mailing Address
Phone number
(916) 608-4284
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (14 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VAN HULZEN ADV PART 2A (5/20/2025)

Regulatory assets under management

Total Number of Accounts2,701
AUM (Assets Under Management)$ 1,859,922,004

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VAN HULZEN FINANCIAL ADVISORS

CRD#: 116632El Dorado Hills, CA 95762

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