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Brendan Patrick Drake

Van Hulzen Financial Advisors

El Dorado Hills, CA

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Current Employers
Van Hulzen Financial Advisors

4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-08-14
  • CA RA
    APPROVED
    Since 2024-08-14

Branch Locations

4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • 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
Rick Abell Sacramento CA 03/2015 01/2019
Northwestern Mutual Investment Services Llc Sacramento CA 03/2015 03/2024
Northwestern Mutual Life Insurance Company Milwaukee WI 01/2019 01/2023
Northwestern Mutual Wealth Management Company Milwaukee WI 03/2019 01/2023
Abell Ins Agy Llc Sacramento CA 01/2023 03/2024
Van Hulzen Financial Advisors El Dorado Hills CA 04/2024 08/2024
Van Hulzen Financial Advisors El Dorado Hills CA 08/2024 Present
Citadel Family Insurance Solutions Llc El Dorado Hills CA 04/2024 Present
  • 03/2015 → 01/2019
    Rick Abell
    Sacramento, CA
  • 03/2015 → 03/2024
    Northwestern Mutual Investment Services Llc
    Sacramento, CA
  • 01/2019 → 01/2023
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 03/2019 → 01/2023
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 01/2023 → 03/2024
    Abell Ins Agy Llc
    Sacramento, CA
  • 04/2024 → 08/2024
    Van Hulzen Financial Advisors
    El Dorado Hills, CA
  • 08/2024 → Present
    Van Hulzen Financial Advisors
    El Dorado Hills, CA
  • 04/2024 → Present
    Citadel Family Insurance Solutions Llc
    El Dorado Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-08-14
S63 Uniform Securities Agent State Law Examination 2012-05-17
  • S65 Uniform Investment Adviser Law Examination
    2024-08-14
  • S63 Uniform Securities Agent State Law Examination
    2012-05-17
Other Names
  • Brendan Patrick Drake

View on SEC IAPD

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Other Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA
BRIDGEVIEW CAPITAL ADVISORS, INC. · EL DORADO HILLS, CA
GOLDENSTONE WEALTH MANAGEMENT · EL DORADO HILLS, CA
THRIVE FINANCIAL PLANNING · EL DORADO HILLS, CA
BELLWETHER CAPITAL MANAGEMENT LLC · El Dorado Hills, CA
LPL FINANCIAL LLC · EL DORADO HILLS, CA

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