Householder Group Estate & Retirement Specialists

Householder Group Estate & Retirement Specialists (CRD# 169045) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $604,308,000 in 3,703 accounts and serve the financial needs of clients across 42 states (or territories).

By the Numbers
  • Total Assets Under Management
    604
    MILLION
  • Total Number of Accounts
    3,703
    ACCOUNTS
  • Average Account Value
    $163,194
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 54 top financial advisors.
1
Alexander G. Koury, CFP®
CRD#: 5607498
2720 E. Camelback Rd., Suite 200, Phoenix, AZ 85016
107
Wealthminder
score

Alex Koury is a CERTIFIED FINANCIAL PLANNER™ professions Professional and Wealth Advisor for Values Quest, Inc., in Phoenix, Arizona. In addition to being a CFP®, he holds the following securities registrations: Series 7, 9 & 10 – General Securities and Series 66 – through Commonwealth Financial Network®.  Alex is also licensed through the state of Arizona, California, and Georgia for life, accident/health, disability, fixed and variable annuities and property and casualty insurance.

As Wealth Advisor for Values Quest, Inc., Alex provides financial services for Scottsdale and the Phoenix Metropolitan area. He is also an Investment Advisor Representative with Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA with $1 billion in annual revenues*, Commonwealth has the scale, stability, and resources to help us deliver the solutions our clients need. With a staff of approximately 810, Commonwealth helps approximately 1,710 independent advisors serve their clients and manage total account assets of approximately $114.4 billion.**

Values Quest, Inc., is an independent wealth management firm dedicated to helping their clients build and preserve their wealth and hard-earned assets. The firm’s independence enables Alex to establish working relationships with other industry leading financial professionals, estate attorneys, CPAs, and insurance providers. Alex leverages their expertise to create customized portfolios, and he only recommends those products and services that are specifically tailored to suit his clients’ unique needs and values. In addition, he prides himself on building lifelong relationships with his clients, which he considers family.

After graduating from Regis University in Denver, Colorado with a Bachelor of Science in Finance and a Bachelor of Science in Economics, Alex returned to his home state of Arizona.  Alex is the Pro Bono/Public Awareness Chairperson for the Financial Planning Association of Greater Phoenix and provides financial planning education to other nonprofit organizations and private companies in the valley. In addition to his professional achievements, Alex enjoys sports, the outdoors and spending time with his wife, Amzi, and their 9-month-old daughter, Naila.  A frequent hiker you may find Alex on Camelback or Piestewa Peak Mountain any given morning.

2
Andrea J. Argue
CRD#: 4853008
N7 W23765 Bluemound Rd., Waukesha, WI 53188
96
Wealthminder
score

Andrea Argue (CRD# 4853008) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Waukesha, WI and has over 13 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
Jerry S. Blakely
CRD#: 1680680
650 Commerce Ave Suite A, Palmdale, CA 93551
96
Wealthminder
score

Jerry Blakely (CRD# 1680680) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Palmdale, CA and has over 22 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.

4
Karen Briggs
CRD#: 1100275
300 Admiral Way Suite 214, Edmonds, WA 98020
96
Wealthminder
score

Karen Briggs (CRD# 1100275) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Edmonds, WA and has over 24 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.

5
Karen J. Day
CRD#: 2559976
10135 Se Sunnyside Road, Suite 210, Clackamas, OR 97015
96
Wealthminder
score

Karen Day (CRD# 2559976) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Clackamas, OR and has over 23 years of experience in the finance industry. Karen Day 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.

6
Stephen B. Guy
CRD#: 1018822
3 Baldwin Green Common, Suite 307, Woburn, MA 01801
96
Wealthminder
score

Stephen Guy (CRD# 1018822) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Woburn, MA and has over 36 years of experience in the finance industry. Stephen Guy 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.

7
Brian A. Hill
CRD#: 5153886
Carnegie, PA
96
Wealthminder
score

Brian Hill (CRD# 5153886) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Carnegie, PA and has over 11 years of experience in the finance industry. Brian Hill 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.

8
Michael R. Mazzella
CRD#: 1141778
8985 E. Bell Road, Scottsdale, AZ 85260
96
Wealthminder
score

Michael Mazzella (CRD# 1141778) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Scottsdale, AZ and has over 31 years of experience in the finance industry.

9
Veronica M. Aaron
CRD#: 2513561
10 Pointe Drive Suite 100, Brea, CA 92821
93
Wealthminder
score

Veronica Aaron (CRD# 2513561) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Brea, CA and has over 23 years of experience in the finance industry.

10
Kirk M. Balin
CRD#: 4590715
9725 Third Ave Ne Suite 201, Seattle, WA 98115
93
Wealthminder
score

Kirk Balin (CRD# 4590715) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Seattle, WA and has over 15 years of experience in the finance industry.

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