Joel R. Van Hofwegen

CERTUS WEALTH MANAGEMENT LLC

SAN CARLOS, CA

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CRD#: 4452831

Professional summary

Joel Robert Van Hofwegen, CFP® is a registered financial advisor currently at CERTUS WEALTH MANAGEMENT LLC located in San Carlos, California and FARTHER located in Belmont, California.

Joel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Joel has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

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.

2/5/24 - Valliente Orchard LLC, Investment Related; Limited Partner, illiquid investment and passive investor; no time spent on entity during business hours 2/5/24 - Green Coffee Company, Investment Related; Limited Partner, illiquid investment and passive investor; no time spent on entity during business hours 2/5/24 - Burnett River Citrus Orchards-Australia Citrus Group, Investment Related; Limited Partner, illiquid investment and passive investor; no time spent on entity during business hours 3/19/19- Ofek P10, LLCO, Investment Related; Limited Partner, illiquid investment and passive investor; no time spent on entity during business hours. 11/16/17-Rental Property Owner; Investment Related; 417 Fremont Ave NW, Grand Rapids, MI 49504; no time spent on entity during business hours 2/28/17- Rental Property Owner; Investment Related; 707 6th St NW, Grand Rapids, MI 49504; no time spent on entity during business hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Robert Van Hofwegen'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®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

September 19, 2022 - Present

CERTUS WEALTH MANAGEMENT LLC

RIA

CRD#: 318830

SAN CARLOS, CA

Current

September 16, 2025 - Present

FARTHER

Office #1: 1025 Alameda De Las Pulgas Suite 102, Belmont, CA 94002

RIA

CRD#: 302050

Belmont, CA

Past

January 26, 2018 - August 2, 2022

MA PRIVATE WEALTH, LLC

RIA

CRD#: 291366

CAMPBELL, CA

Past

December 18, 2001 - January 30, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

SAN CARLOS, CA

Past

October 30, 2001 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

October 30, 2001 - January 30, 2018

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

SAN CARLOS, 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".

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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
(9/19/2022)

IAR

Texas
(8/3/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 11/13/2001

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 1/30/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/29/2001

General Securities Representative Examination

Current Firm

FARTHER

CRD#: 302050 / SEC#: 801-116721

RIA

Registered Investment Advisory firm - (7/19/2019 Approved)

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Contact information

Main Address

345 California Street Suite 600, San Francisco, CA 94104

Mailing Address

Phone number

(628) 246-8004

Established

Firm type

Fiscal year end

# of Employees

275

SEC notice filing (51 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

APPENDIX 1 (8/11/2025)

FORM ADV PART 2A (8/11/2025)

Regulatory assets under management

Total Number of Accounts	24,245
AUM (Assets Under Management)	$ 7,523,810,877

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.

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Advisor Monitoring

Firm Stability Insights

Joel R. Van Hofwegen

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joel Robert Van Hofwegen's CRS (Customer Relationship Summary).

Certified licenses

Experience

FARTHER

MA PRIVATE WEALTH, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

FARTHER

State Registrations and Notice Filings

Exams

Series 66

Date: 11/13/2001

SIE

Date: 1/30/2018

Series 7

Date: 10/29/2001

Current Firm

FARTHER

Contact information

SEC notice filing (51 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FARTHER

TRUST BUT VERIFY

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