National Retirement Planning Experts

National Coverage
Local Professionals

seller-profile

Ryan Veldhuizen

Catalyze Wealth Management

550 Congressional Blvd, Suite 115

Carmel, IN 46032
(317) 5377526

Your Life. Your Wealth. Your Plan.

About Catalyze Wealth Management

To ensure you receive the most coordinated, holistic advice available, we assembled a team of experts to ensure that you understand how any event or opportunity you encounter impacts the big picture. No matter what happens in life, our coordinated expertise can help you achieve your goals.

This not only requires the coordination of a team of experts, but also requires leveraging the latest technology to provide you with the ongoing insights, tools, and actionable advice you need to optimize your time and pursue your life goals with confidence.

We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to helping you understand that there is more to managing wealth than just managing investments. The comprehensive services we provide and our fee model reflect this reality.

You can learn more about the Catalyze team and the expertise we bring to your unique situation on our website.

General Information

Firm Start Year

2018

No.of Employees

2-4

CRD#

5316123

States Licensed in

IN

Years of Experience in Financial Services

12

Number of Years with Current Firm

1

I work with the following types of clients

Individual Investors, Businesses

Services

Investment Types

Exchange Traded Funds (ETFs), Mutual Funds, Bonds, Stocks, Mortgages & Real Estate, Alternative Investments

I can meet clients in the following ways

Via phone, Via email, At my office, At your home, Video Conference, At your office

Qualifications & Membership

Certifications, Accreditations & Designations

CERTIFIED FINANCIAL PLANNER™ Certificant

Securities Licenses

Series 66, Series 7

Financial Organization Memberships

National Association of Personal Financial Advisors (NAPFA)

Compensation and Fees

Fee Structure

I am a Fee-Only financial professional

Minimum Portfolio Size for New Managed Accounts

$500,000

Compensation Methods

Flat Fee

Education

B.A. - Economics

Taylor University
-