Householder Group Estate & Retirement Specialists

Householder Group Estate & Retirement Specialists (CRD# 169045) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $670,174,496 in 4,799 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    670
    MILLION
  • Total Number of Accounts
    4,799
    ACCOUNTS
  • Average Account Value
    $139,649
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

Financial Advisors at Householder Group Estate & Retirement Specialists
Showing 1 - 10 of 51 top financial advisors.
1
Veronica M. Aaron
CRD#: 2513561
Brea, CA 92821

Veronica Aaron (CRD# 2513561) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Brea, CA and has over 25 years of experience in the finance industry.

2
Andrea J. Argue
CRD#: 4853008
Waukesha, WI 53188

Andrea Argue (CRD# 4853008) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Waukesha, WI and has over 15 years of experience in the finance industry. Andrea Argue has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Kirk M. Balin
CRD#: 4590715
Seattle, WA 98115

Kirk Balin (CRD# 4590715) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Seattle, WA and has over 17 years of experience in the finance industry.

4
David L. Barnes
CRD#: 1243619
Irving, TX 75038

David Barnes (CRD# 1243619) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Irving, TX and has over 35 years of experience in the finance industry.

5
Suzette B. Bates
CRD#: 4904954
Columbus, MS 39705

Suzette Bates (CRD# 4904954) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Columbus, MS and has over 14 years of experience in the finance industry.

6
Robert S. Behunin
CRD#: 1671336
Camarillo, CA 93010

Robert Behunin (CRD# 1671336) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Camarillo, CA and has over 32 years of experience in the finance industry.

7
Lynn J. Bilodeau
CRD#: 4499122
Edmond, OK 73013

Lynn Bilodeau (CRD# 4499122) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Edmond, OK and has over 11 years of experience in the finance industry.

8
Ernest M. Blackburn
CRD#: 2522747
Columbus, MS 39705

Ernest Blackburn (CRD# 2522747) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Columbus, MS and has over 25 years of experience in the finance industry.

9
Jerry S. Blakely
CRD#: 1680680
Palmdale, CA 93551

Jerry Blakely (CRD# 1680680) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Palmdale, CA and has over 24 years of experience in the finance industry. Jerry Blakely has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Karen Briggs
CRD#: 1100275
Edmonds, WA 98020

Karen Briggs (CRD# 1100275) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Edmonds, WA and has over 26 years of experience in the finance industry. Karen Briggs has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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