PN
Paul L. Nederveld
VAN HULZEN FINANCIAL ADVISORS
El Dorado Hills, CA 95762
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CRD#: 7194915
PN
Professional summary
Paul Lester Nederveld, who also goes by Paul Nederveld, 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.
Paul is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Paul has worked at 2 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Paul Nederveld
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.
1. NOR-CAL Guides & Sportsmen's Association, Sutter, CA; Start Date: 01/2022; Title: Treasurer, Board Member; Duties: Review financial statements prepared by bookkeeper, report to Board financial reports/status and oversee preparation of tax return; Hours: 8/hrs a month, 0 hrs during trading.
CRS (Client Relationship Summary) - RIA
Click below to view Paul Lester Nederveld's 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®
NoneExperience
Current
May 27, 2021 - Present
VAN HULZEN FINANCIAL ADVISORS
Office #1: 4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762RIA
CRD#: 116632
El Dorado Hills, CA
Current
January 3, 2023 - Present
MW INVESTMENT STRATEGY
Office #1: 4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762RIA
CRD#: 118433
El Dorado Hills, 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(5/27/2021)
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)Upgrade to AdvisorCheck Premium
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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)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,701 |
| AUM (Assets Under Management) | $ 1,859,922,004 |
Red Flags
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Company Information
VAN HULZEN FINANCIAL ADVISORS
CRD#: 116632El Dorado Hills, CA 95762TRUST BUT VERIFY
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