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Craig Dennis Vanhulzen

Van Hulzen Financial Advisors

El Dorado Hills, CA

Mw Investment Strategy

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
ID RA APPROVED 2024-04-15
TX RA APPROVED_RES 2002-03-13
CA RA APPROVED 2001-05-07
  • ID RA
    APPROVED
    Since 2024-04-15
  • TX RA
    APPROVED_RES
    Since 2002-03-13
  • CA RA
    APPROVED
    Since 2001-05-07

Branch Locations

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

Mw Investment Strategy

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2017-04-11
  • CA RA
    APPROVED
    Since 2017-04-11

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
Van Hulzen Asset Management Jackson CA 12/1998 Present
  • 12/1998 → Present
    Van Hulzen Asset Management
    Jackson, CA
Previous Registrations
  • 2007-01-24 → 2016-01-05
    Gump And Mchugh Asset Management
    Colorado Springs, CO
  • 2002-04-19 → 2015-07-01
    Bardin Financial Services
    Jackson, CA
  • 2005-05-22 → 2012-12-10
    Bassi Investments,Inc.
    Golden, CO
  • 2002-04-09 → 2004-12-31
    Bassi Investments,Inc.
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-06-14
S63 Uniform Securities Agent State Law Examination 1994-04-12
  • S65 Uniform Investment Adviser Law Examination
    1996-06-14
  • S63 Uniform Securities Agent State Law Examination
    1994-04-12

View on SEC IAPD

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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
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