Gerwin De Haan

Employer firm

Burton Enright Welch CRD 118376

$1.55B regulatory AUM 3 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2021 → 05/2022
  Cal Poly Pomona
  Pomona, CA
• 08/2023 → 09/2025
  Aps Management Group, Inc
  Torrance, CA
• 03/2024 → 09/2025
  Aps Management Group, Inc.
  Torrance, CA
• 09/2015 → 06/2018
  Friesland College
  Heerenveen
• 08/2019 → 05/2021
  Lewis University
  Romeoville, IL
• 08/2021 → 05/2023
  Cal Poly Pomona
  Pomona, CA
• 06/2018 → 09/2019
  N/A
  N/A, XX
• 09/2025 → Present
  Burton Enright Welch
  Walnut Creek, CA

Previous Registrations

• 2024-03-25 → 2025-08-15
  Advanced Portfolio Strategies
  Torrance, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-03-16

Other Names

• Gerwin De Haan