Advisors at this firm
Dennis S
Series 63
Lodi, CA
Wulff, Hansen & Co.
Dennis Steinkamp is a financial advisor with Wulff, Hansen & Co. and holds a Series 63 designation. He has 37 years of industry experience, including roles at Wulff, Hansen & Co. since 1985 and McClurg Capital Corporation since 2017. In addition to his advisory work, he serves as a trustee for several family trusts and has recently assumed duties as a successor trustee for the Faulkner Trust. Wulff, Hansen & Co. provides investment management services to individuals, pension and profit-sharing plans, trusts, estates, and charitable institutions, focusing on relatively liquid publicly traded securities. The firm customizes investment recommendations primarily using fundamental and cyclical analysis with a long-term buy-and-hold approach.
Nicolas S
Series 65
Lodi, CA
Wulff, Hansen & Co.
Nicolas Santoyo is a financial advisor at Wulff, Hansen & Co. with three years of industry experience. He holds a Series 65 designation and previously worked at Farmers & Merchants Bank for six years. Wulff, Hansen & Co. provides ongoing investment management to individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, and charitable institutions. The firm customizes investment recommendations using fundamental and cyclical analysis with a long-term buy-and-hold approach, generally avoiding margin and speculative positions.
Dana S
Series 63, Series 65
San Rafael, CA
Wulff, Hansen & Co.
Dana Schmidt is a financial advisor at Wulff, Hansen & Co. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Jordan Park Group LLC, Jordan Park LLC, and LOYAL3 Securities Inc. He occasionally provides compliance consulting for broker-dealers and RIAs with firm approval. Wulff, Hansen & Co. offers investment management services to individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable institutions, focusing on liquid publicly traded securities. The firm customizes recommendations using fundamental and cyclical analysis with a long-term buy-and-hold strategy while generally avoiding margin and speculative investments.
