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RIA / WealthAdvisor32 years in industry

CRAIG DENNIS VANHULZEN

Advisor at VAN HULZEN FINANCIAL ADVISORS

EL DORADO HILLS, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 18, 2026, 11:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 9, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VAN HULZEN FINANCIAL ADVISORS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 12, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 25derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 3
Exams: S65|S63
First exam: Apr 12, 1994
First registration: Apr 9, 2002
Dual registered: no
IAPD individual key: 2468474

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MW INVESTMENT STRATEGY	Independent wealth	Apr 11, 2017	n/a	yes	EL DORADO HILLS, CA	Current employment
VAN HULZEN FINANCIAL ADVISORS	Independent wealth	May 7, 2001	n/a	yes	EL DORADO HILLS, CA	Current employment
GUMP AND MCHUGH ASSET MANAGEMENT	State registered	Jan 24, 2007	Jan 5, 2016	no	COLORADO SPRINGS, CO	Previous registration
BASSI INVESTMENTS,INC.	n/a	May 22, 2005	Dec 10, 2012	no	GOLDEN, CO	Previous registration
BARDIN FINANCIAL SERVICES	Former SEC adviser	Apr 19, 2002	Jul 1, 2015	no	JACKSON, CA	Previous registration
BASSI INVESTMENTS,INC.	n/a	Apr 9, 2002	Dec 31, 2004	no	BETHESDA, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
GUMP AND MCHUGH ASSET MANAGEMENT	MW INVESTMENT STRATEGY	Jan 5, 2016	Apr 11, 2017	462	Firm change after gap	Other
BARDIN FINANCIAL SERVICES	BASSI INVESTMENTS,INC.	Jul 1, 2015	May 22, 2005	-3,692	Firm change after gap	Other
BASSI INVESTMENTS,INC.	GUMP AND MCHUGH ASSET MANAGEMENT	Dec 10, 2012	Jan 24, 2007	-2,147	Firm change after gap	Other
BASSI INVESTMENTS,INC.	BARDIN FINANCIAL SERVICES	Dec 31, 2004	Apr 19, 2002	-987	Firm change after gap	Other

Relationships

Registered with (5)

→ MW INVESTMENT STRATEGYRegistered adviserregistration: current employment
Apr 11, 2017 to presentfactForm ADV
→ VAN HULZEN FINANCIAL ADVISORSRegistered adviserregistration: current employment
May 7, 2001 to presentfactForm ADV
→ GUMP AND MCHUGH ASSET MANAGEMENTRegistered adviserregistration: previous registration
Jan 24, 2007 to Jan 5, 2016factForm ADV
→ BARDIN FINANCIAL SERVICESRegistered adviserregistration: previous registration
Apr 19, 2002 to Jul 1, 2015factForm ADV
→ BASSI INVESTMENTS,INC.Registered adviserregistration: previous registration
May 22, 2005 to Dec 10, 2012factForm ADV

Dated events

No dated event names this entity yet.