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Marinus Stephen Veltenaar

Acumen Wealth Advisors, LLC

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About Marinus Stephen Veltenaar

Marinus Veltenaar is a financial advisor with Acumen Wealth Advisors, LLC. Marinus Veltenaar has over 16 years of experience in the financial services industry. Marinus Veltenaar is registered with the state of Tennessee and Texas. Marinus Veltenaar provides financial planning, portfolio management, pension consulting, and selection of other advisors. Marinus Veltenaar also works with a variety of clients, including individuals, families, businesses, and charitable organizations. Marinus Veltenaar has a strong commitment to helping clients achieve their financial goals.

Firm Information

Marinus Veltenaar is currently registered with Acumen Wealth Advisors, LLC. Acumen Wealth Advisors, LLC is a Registered Investment Advisor located in Chattanooga, Tennessee. The firm has 2 licensed agents and 9 Investment Adviser Representatives. They manage approximately $427,313,547 in regulatory assets under management for 247 total accounts. Acumen Wealth Advisors specializes in providing financial planning, pension consulting, portfolio management for individuals, businesses, and pooled investment vehicles. The firm serves individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles.
Acumen Wealth Advisors, LLC

250 FOREST AVENUE

CHATTANOOGA, TN 37405

$427.31M

Assets Under Management

Not reported

Total Clients

9

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Marinus Veltenaar’s Registration & Firm History

TN

10/29/2021 - Present

Acumen Wealth Advisors, LLC (CHATTANOOGA TN)

TN

01/05/2012 - 02/08/2016

NFP ADVISOR SERVICES, LLC (CHATTANOOGA TN)

AL

02/13/2007 - 01/10/2012

MORGAN KEEGAN & COMPANY, INC. (BIRMINGHAM AL)

TN

12/17/2002 - 02/13/2007

AMSOUTH INVESTMENT SERVICES, INC. (CHATTANOOGA TN)

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Licenses & Designations

BC

Issued 02/10/2003

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/08/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2005

Series 7 - General Securities Representative Examination

BC

Issued 12/16/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Marinus Stephen Veltenaar.
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