A complete list of active advisors currently associated with Van Hulzen Financial Advisors

Warmer can help you find a great advisor at Van Hulzen Financial Advisors or one who fits your needs even better.

Van Hulzen Financial Advisors provides wealth management, portfolio management, financial planning, ERISA 3(21)/3(38) retirement-plan services and consulting to a broad client mix that includes individual investors, pension and profit‑sharing plans, trusts, estates, foundations, corporations and private investment vehicles. The firm offers both discretionary and non‑discretionary asset management across U.S. equity and fixed‑income strategies, model portfolio programs, ETFs and alternative investments. The firm describes an investment process that combines fundamental, technical and cyclical analysis and implements strategies such as a covered‑call income approach, a small‑cap “growth at a reasonable profile” strategy, tactical asset allocation and the Wetsel and Schreur model wealth portfolios. Van Hulzen emphasizes active management of individual securities, ETFs, bonds and alternatives and sets explicit strategy characteristics in its materials (for example, a stated 6–8% annual income target for the Covered Call Strategy). Several aspects of Van Hulzen’s business are less common among similarly sized multi‑team advisers: the brochure discloses advisory and sub‑advisory relationships with private funds and private investment vehicles (including consulting on private fund investments), and it provides portfolio management and consulting services for pooled vehicles such as non‑traded REITs and BDCs. The firm’s materials also present modeled or target performance characteristics for strategies and describe marketing and referral practices (including participation in the Schwab Advisor Network and the use of solicitors), which the firm discloses as part of its business relationships.

To learn more about the advisors currently working at Van Hulzen Financial Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.