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Christopher C

San Rafael, CA

Wulff, Hansen & Co.

Christopher Charles is a financial advisor with Wulff, Hansen & Co. in San Rafael, CA, holding 46 years of industry experience. He has worked at Wulff, Hansen & Co. since 1979 and also has experience with McClurg Capital Corporation and C.A. Botzum & Co. Charles serves as CEO and CCO of his firm’s broker/dealer, RIA, and municipal advisory businesses, where he supervises and manages portfolios. Wulff Capital Management, the investment advisory division of Wulff, Hansen & Co., provides discretionary portfolio management and limited investment consultation to individuals, retirement plans, trusts, and charitable institutions. The firm focuses on customized portfolios of publicly traded securities using fundamental and cyclical analysis with a long-term holding approach and offers municipal advisory services alongside retail brokerage activities.

Active portfolio management Wealth management
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Dennis S

Series 63

Lodi, CA

Wulff, Hansen & Co.

Dennis Steinkamp is a financial advisor at Wulff, Hansen & Co. with 38 years of industry experience. He holds a Series 63 designation and has been with Wulff, Hansen & Co. since 1985. He also has a background with McClurg Capital Corporation since 2017. Outside of his advisory role, Steinkamp serves as a successor trustee for several family trusts, including the Jack Alquist Trust and the Wilkerson Family Trust. Wulff Capital Management, the investment-advisory division of Wulff, Hansen & Co., provides discretionary portfolio management and limited investment consultation to individuals, pension and profit-sharing plans, trusts, estates, and charitable institutions. The firm constructs customized portfolios with a focus on fundamental and cyclical analysis and a long-term holding orientation.

Active portfolio management Wealth management
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Nicolas S

Series 65

Lodi, CA

Wulff, Hansen & Co.

Nicolas Santoyo is a financial advisor at Wulff, Hansen & Co. with a Series 65 designation and four years of industry experience. He has worked at Wulff, Hansen & Co. since 2021 and previously spent six years at Farmers & Merchants Bank. Wulff Capital Management, the investment-advisory division of Wulff, Hansen & Co., provides discretionary portfolio management and limited non-recurring investment consultation to individuals, pension and profit-sharing plans, trusts, estates, and charitable institutions. The firm constructs customized portfolios using fundamental and cyclical analysis with a long-term holding approach, while generally avoiding margin and highly speculative instruments.

Active portfolio management Wealth management
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Dana S

Series 63, Series 65

San Rafael, CA

Wulff, Hansen & Co.

Dana Schmidt is a financial advisor at Wulff, Hansen & Co. with 37 years of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Wulff, Hansen & Co., she worked at Jordan Park Group LLC and LOYAL3 Securities Inc. Schmidt also provides occasional compliance consulting for broker-dealers or RIAs with firm approval. Wulff Capital Management, the investment-advisory division of Wulff, Hansen & Co., offers discretionary portfolio management and limited investment consultation to individuals, pension plans, trusts, estates, and charitable institutions. The firm focuses on customized portfolios of liquid publicly traded securities using fundamental and cyclical analysis with a long-term holding approach.

Active portfolio management Wealth management
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