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Cornelius H. Van Zutphen

Intrinsic Wealth Counsel, Inc.

Tempe, AZ

Tustin, CA

CRD 5264496

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Employer firm

Intrinsic Wealth Counsel, Inc. CRD 105022

$345M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Intrinsic Wealth Counsel, Inc.

1255 W. Rio Salado Pkwy Suite 115, Tempe, AZ 85281 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-11-07
AZ RA APPROVED 2007-01-03
  • CA RA
    APPROVED
    Since 2023-11-07
  • AZ RA
    APPROVED
    Since 2007-01-03

Branch Locations

1255 W. Rio Salado Pkwy Suite 115, Tempe, AZ 85281 • United States

2522 Chambers Road Suite #200A, Tustin, CA 92780 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Intrinsic Wealth Counsel, Inc. Tempe AZ 03/2012 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-12-07
  • S65 Uniform Investment Adviser Law Examination
    2006-12-07
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Casey Van Zutphen

View on SEC IAPD

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