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4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2020-07-02 |
| WA | RA | APPROVED | 2017-09-15 |
| AZ | RA | APPROVED | 2017-09-12 |
| NV | RA | APPROVED | 2017-08-18 |
| CA | RA | APPROVED | 2017-08-09 |
Branch Locations
4370 Town Center Blvd. Suite 220, El Dorado Hills, CA 95762 • United States
200 E. Park St, Mccall, ID 83638 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Shingle Springs | CA | 01/2011 | 08/2017 |
| Van Hulzen Asset Management, Llc | El Dorado Hills | CA | 08/2017 | Present |
1. 04/13/2015: TNT HOLDINGS LLC - INV REL - 4065 MOTHER LODE DR. STE B, SHINGLE SPRINGS, CA 95682 - REAL ESTATE RENTAL - START 04/15/2015 - 1 HR/MO NONE DURING SECS TRDG HRS - CO-OWNER 2. Wetsel Financial, Inc. DBA for Van Hulzen Asset Management Business - 4065 Mother Lode Dr., Suite B, Shingle Springs, CA 95682 3. Non Variable Insurance - 4065 Mother Lode Dr., Suite B, Shingle Springs, CA 95682 -1% of time spent - Sales. Insurance Types: Life, Long Term Care, Disability, Term Care. 4. 4610 Legacy Inc., 200 East Park St., consulting, s-corp, compensation-salary 5. Shepherd's Home/Assisted Living, Stockton, CA, board member
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-09 |
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