Calvin Dean Hedman
Investment adviser representative at Vance Wealth
32 yearsExperience
1 stateRegistered in
$893.6MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Vance Wealth, LLCJun 2026 to now
- Stillpoint Capital, LLCMar 2006 to now
- Hedman Partners LLPMay 1994 to now
- Catalina Capital Group LLCSep 2017 to May 2026
- Ep Wealth AdvisorsOct 2009 to Feb 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2007
State registrations
Registered as an investment adviser representative in 1 state (CA).
Vance Wealth
Legal name: Vance Wealth, LLC
$893.6MAssets managed
428Clients
13Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5099240
- Firm CRD
- 310162