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Scott Allen Householder

Householder Group Estate & Retirement Specialists

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About Scott Allen Householder

Scott Householder has been working in the financial services industry since 1987. Scott is currently registered as an investment advisor representative with Householder Group Estate & Retirement Specialists. Scott has been with Householder Group Estate & Retirement Specialists since 2013. Previously, Scott was registered with LPL Financial LLC, Sagepoint Financial, Inc., SunAmerica Securities, Inc., American Express Financial Advisors Inc., and IDS Life Insurance Company. Scott is registered in multiple states and is a principal licensed representative. Scott has over 35 years of experience in providing investment advice. Scott's primary focus is on providing comprehensive financial planning and investment management services to individuals, families, and businesses. Scott also offers portfolio management services for pension and profit-sharing plans. Scott is a strong advocate for education and has been involved in community outreach programs. Scott has a passion for helping his clients achieve their financial goals.

Firm Information

Scott Householder is currently registered with Householder Group Estate & Retirement Specialists. Householder Group Estate & Retirement Specialists is a Scottsdale, AZ-based firm with 16 licensed agents and 16 investment advisor representatives. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. They manage approximately $287.8 million in assets for 1,804 clients. The firm participates in wrap fee programs and has a strong focus on retirement planning.
Householder Group Estate & Retirement Specialists

8985 E. BELL ROAD

SCOTTSDALE, AZ 85260

$287.78M

Assets Under Management

Not reported

Total Clients

40

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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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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other

Portion of third party manager fees

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Scott Householder’s Registration & Firm History

AZ

08/03/2015 - Present

Householder Group Estate & Retirement Specialists (SCOTTSDALE AZ)

TN

07/31/2009 - 10/16/2013

SECURITIES SERVICE NETWORK, INC. (KNOXVILLE TN)

AZ

10/31/2005 - 07/28/2009

SAGEPOINT FINANCIAL, INC. (SCOTTSDALE AZ)

AZ

05/28/1996 - 10/31/2005

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

MN

03/25/1987 - 11/24/1995

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/25/1987 - 11/24/1995

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 07/10/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/19/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/1991

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/21/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Scott Allen Householder.
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