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Nash Anthony Wylie

Investment adviser representative at Van Hulzen Financial Advisors
10 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

10 years in the industry.

  1. Van Hulzen Financial AdvisorsJun 2026 to now
  2. Van Hulzen Asset ManagementJul 2025 to now
  3. Chahalem Glenn Golf CourseMar 2025 to Jun 2025
  4. Lululemon AthleticaMar 2024 to Jun 2025
  5. Pacific Gutter CompanyFeb 2024 to Apr 2024
  6. NikeMar 2023 to Aug 2023
  7. Van Hulzen Asset ManagementMay 2022 to Jul 2022
  8. LowesMay 2021 to Aug 2021
  9. Student- Hs and CollegeJun 2016 to Dec 2024

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

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
8297747
Firm CRD
116632
Advisor's SEC record (opens in a new tab)
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