DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Ryan Veldhuizen
Catalyze Wealth Management
550 Congressional Blvd
Suite 350
Carmel, IN 46032
317-537-7526
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We recognize that the current wealth management model is outdated, and at Catalyze, we are committed to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.
See Disclosures
General Information
Firm Start Year
2018
No. of Employees
2-4
CRD#
5316123
Firm CRD#
300078
Years of Experience in Financial Services
13
Number of Years with Current Firm
2
Work with the following types of clients
Businesses, Individual Investors
Services
Investment Types
Bonds, Mutual Funds, Stocks, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments
Can meet clients in the following ways
Email, Your Office, Phone, Video Conference, Your Home, Our Office
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
Have a clean record
Criminal Disclosures in Last 5 years
Have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 66
Financial Organization Memberships
National Association of Personal Financial Advisors (NAPFA)
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets, Flat Fee
Education
B.A. - Economics
Taylor University
Disclosures
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Additional Detailed Disclosures
https://www.financialadvisor.net/disclosure/1882203/financialadvisor-Catalyze-Wealth-Management-detailed-disclosure.html