Lodi, CA Office

Team
Updated today

Client AUM

$131,407,458

Clients

136

Advisors

2

Of 4 advisors across 2 offices

Location

1300 West Lodi Avenue

Lodi CA 95242

Advisors at this office

2

Advisors at this office

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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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