August VeltenCRD Number: 821458
Current Firm: Simplicity Wealth
August Velten (CRD# 821458) is an Investment Advisor Representative working at Simplicity Wealth in Summit, NJ and has over 10 years of experience in the finance industry.
Legacy Care Wealth, LLC
Financial Life Focus, LLC
|Simplicity Wealth, LLC||Summit, NJ||Apr 2019 - Current||3|
|August H. Velten & Associates||Melbourne, FL||Nov 2009 - Current||12|
|Horter Investment Management||Cincinnati, OH||Jan 2016 - Apr 2019||3|
|Redhawk Wealth Advisors, Inc.||Melbourne, FL||Jan 2012 - Jan 2016||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Apr 2012|
Total Assets Under Management173MILLIONS
Total Number of Accounts2,037ACCOUNTS
Average Account Value$84,789
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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