Householder Group Estate & Retirement Specialists

Householder Group Estate & Retirement Specialists (CRD# 169045) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $1,305,983,348 in 6,706 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,306
    MILLION
  • Total Number of Accounts
    6,706
    ACCOUNTS
  • Average Account Value
    $194,748
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
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 21 - 30 of 38 top financial advisors.
21
Amy G. Nelson
CRD#: 6356249
8985 E. Bell Road, Scottsdale, AZ 85260

Amy Nelson (CRD# 6356249) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Scottsdale, AZ and has over 8 years of experience in the finance industry.

22
Justin M. Nimock
CRD#: 4818375
15460 Canyon Gulch Lane, Unit 301, Englewood, CO 80112

Justin Nimock (CRD# 4818375) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Englewood, CO and has over 11 years of experience in the finance industry.

23
John R. Phillips
CRD#: 3186411
7700 E Arapahoe Road, Suite 110, Centennial, CO 80112

John Phillips (CRD# 3186411) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Centennial, CO and has 1 year of experience in the finance industry.

24
Damon W. Ridley
CRD#: 2927514
16701 Melford Boulevard, Suite 400, Bowie, MD 20715

Damon Ridley (CRD# 2927514) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Bowie, MD and has over 25 years of experience in the finance industry.

25
David W. Romero
CRD#: 3199988
8985 E. Bell Road, Scottsdale, AZ 85260

David Romero (CRD# 3199988) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Scottsdale, AZ and has over 25 years of experience in the finance industry.

26
Jeffrey F. Smith
CRD#: 6042907
8985 E. Bell Road, Scottsdale, AZ 85260

Jeffrey Smith (CRD# 6042907) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Scottsdale, AZ and has over 11 years of experience in the finance industry.

27
Samuel Soler-Conklin
CRD#: 6513541
10 Pointe Drive, Suite 100, Brea, CA 92821

Samuel Soler-Conklin (CRD# 6513541) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Brea, CA and has over 8 years of experience in the finance industry.

28
Michael J. Streff
CRD#: 2860887
2030 E Speedway Blvd, Suite 120, Tuscon, AZ 85719

Michael Streff (CRD# 2860887) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Tuscon, AZ and has over 27 years of experience in the finance industry.

29
William W. Sydor
CRD#: 1845571
6927 Lakewood Drive West, Unit C#, Tacoma, WA 98405

William Sydor (CRD# 1845571) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Tacoma, WA and has over 35 years of experience in the finance industry.

30
Robert M. Valenzuela
CRD#: 5956818
41-750 Rancho Las Palmas Suite B-2, Rancho Mirage, CA 92270

Robert Valenzuela (CRD# 5956818) is an Investment Advisor Representative working at Householder Group Estate & Retirement Specialists in Rancho Mirage, CA and has over 12 years of experience in the finance industry.

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