CRD: 116632
VAN Hulzen Financial Advisors
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Northern Trust
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-25-1999
- Office Locations
- 4
Office Locations
About VAN Hulzen Financial Advisors
Van Hulzen Financial Advisors is an independent fiduciary RIA providing comprehensive wealth management—financial planning and investment management—tailored to individuals, families, and small business owners, including special-needs planning, philanthropy, and legacy goals. The firm publishes market commentary and insights, is largely referral-driven, and custodies with Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CRAIG DENNIS VANHULZEN
Chief Executive Officer, FOUNDER
- CRD
- #2468474
- Ownership
- 50% but less than 75%
BRADLEY ROBERT NICHOLSON
President, Secretary
- CRD
- #4846561
- Ownership
- 10% but less than 25%
Showing 2 of 6 owners & executives
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AMBER DESIREE ADAMS
Financial Advisor
- CRD
- #7383509
Gretchen Christine Aubrey
Financial Advisor, General Partner
- CRD
- #6645498
Showing 2 of 18 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,126,185,576 | $728,645 |
| Non-Discretionary | $17,159,905 | $857,995 |
| Total | $2,143,345,481 | $729,525 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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