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Shirley Anne Burrows

Van Hulzen Financial Advisors

El Dorado Hills, CA

CRD 1728308

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Employer firm

Van Hulzen Financial Advisors CRD 116632

$2.14B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • CONSULTING SERVICES

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

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 2019-12-10
  • CA RA
    APPROVED
    Since 2019-12-10

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 El Dorado Hills CA 03/2019 Present
Rising Sun Montessori El Dorado Hills CA 08/2015 03/2019
  • 03/2019 → Present
    Van Hulzen Asset Management
    El Dorado Hills, CA
  • 08/2015 → 03/2019
    Rising Sun Montessori
    El Dorado Hills, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-08
S63 Uniform Securities Agent State Law Examination 1995-12-14
  • S65 Uniform Investment Adviser Law Examination
    2019-11-08
  • S63 Uniform Securities Agent State Law Examination
    1995-12-14
Other Names
  • Shirley Anne Coney

View on SEC IAPD

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LIFEWORKS ADVISORS, LLC
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Nearby Investors

MICHAEL MURRAY KNITTEL
Eric Christopher Restrepo
PAUL RICHARD ROSSI

Nearby Offices

ARROWROOT FAMILY OFFICE, LLC · EL DORADO HILLS, CA
LIFEWORKS ADVISORS, LLC · EL DORADO HILLS, CA
ROSSI FINANCIAL GROUP · EL DORADO HILLS, CA

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