Householder Group Estate & Retirement Specialists

Householder Group Estate & Retirement Specialists (CRD# 169045) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $2,128,272,677 in 13,771 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,128
    MILLION
  • Total Number of Accounts
    13,771
    ACCOUNTS
  • Average Account Value
    $154,547
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.

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, PR, RI, SC, SD, TN, TX, UT, VA, WA, WI, WV, WY

Financial Advisors at Householder Group Estate & Retirement Specialists
Showing 1 - 10 of 46 top financial advisors.
1
Veronica M. Aaron
CRD#: 2513561
10 Pointe Drive Suite 100, 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 27 years of experience in the finance industry.

2
Kirk M. Balin
CRD#: 4590715
9725 Third Ave Ne Suite 201, 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 19 years of experience in the finance industry.

3
Suzette B. Bates
CRD#: 4904954
2900 Bluecutt Road, Suite 1, 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 17 years of experience in the finance industry.

4
Robert S. Behunin
CRD#: 1671336
2310 East Ponderosa Drive, Suite 2, 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 35 years of experience in the finance industry.

5
Ernest M. Blackburn
CRD#: 2522747
2900 Bluecutt Road, Suite One, 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 27 years of experience in the finance industry.

6
Jerry S. Blakely
CRD#: 1680680
963 West Avenue J, Lancaster, CA 93534

Jerry Blakely (CRD# 1680680) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Lancaster, CA and has over 26 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.

7
Karen Briggs
CRD#: 1100275
300 Admiral Way Suite 214, 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 29 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.

8
James A. Byrd
CRD#: 4310944
6100 Uptown Blvd. Ne Suite 500, Suite 500, Albuquerque, NM 87110

James Byrd (CRD# 4310944) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Albuquerque, NM and has over 6 years of experience in the finance industry.

9
David R. Cichon
CRD#: 46890
7700 East Arapahoe Road, Suite 110, Centennial, CO 80112

David Cichon (CRD# 46890) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Centennial, CO and has over 37 years of experience in the finance industry.

10
Anthony M. Coyne
CRD#: 2398240
2310 Ponderosa Drive, Suite 2, Camarillo, CA 93010

Anthony Coyne (CRD# 2398240) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Camarillo, CA and has over 28 years of experience in the finance industry.

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