Brendan Patrick Drake
Investment adviser representative at Van Hulzen Financial Advisors
9 yearsExperience
1 stateRegistered in
$2.1BFirm assets
23 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
Experience
9 years in the industry.
- Citadel Family Insurance Solutions LLCApr 2024 to now
- Van Hulzen Financial AdvisorsApr 2024 to now
- Abell Ins Agy LLCJan 2023 to Mar 2024
- Northwestern Mutual Wealth Management CompanyMar 2019 to Jan 2023
- Northwestern Mutual Life Insurance CompanyJan 2019 to Jan 2023
- Northwestern Mutual Investment Services LLCMar 2015 to Mar 2024
- Rick AbellMar 2015 to Jan 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Van Hulzen Financial Advisors
Legal name: Van Hulzen Asset Management, LLC
$2.1BAssets managed
1,499Clients
14Advisers
23 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
- 5978536
- Firm CRD
- 116632