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Stuart Henry Scholten

Accelerate Retirement

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About Stuart Henry Scholten

Stuart Scholten is an investment advisor representative with Accelerate Retirement, located in Aliso Viejo, CA. Stuart has been in the financial services industry since 2012. Stuart holds Series 6, 7, 63, and 65 licenses and has experience in investment management and financial planning. Stuart also owns and operates a real estate business, with offices in Florida and California.

Firm Information

Stuart Scholten is currently registered with Accelerate Retirement. Accelerate Retirement is a financial advisory firm located in Aliso Viejo, CA. They specialize in providing retirement planning, pension consulting, educational seminars, and portfolio management services to individuals, businesses, and pension plans. They have a team of experienced financial advisors with over 26 years of experience. They manage over $242 million in assets for a wide range of clients, including individuals, businesses, and pension plans.
Accelerate Retirement

120 VANTIS DR., SUITE 330

ALISO VIEJO, CA 92656

$242.85M

Assets Under Management

530

Total Clients

17

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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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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Stuart Scholten’s Registration & Firm History

CA

06/04/2024 - Present

Accelerate Retirement (ALISO VIEJO CA)

CA

07/25/2014 - 03/21/2024

KESTRA INVESTMENT SERVICES, LLC (Aliso Viejo CA)

CA

01/06/2014 - 07/24/2014

FINANCIAL TELESIS INC (ALISO VIEJO CA)

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Licenses & Designations

IA

Issued 09/24/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/17/2014

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/11/2016

Series 7 - General Securities Representative Examination

BC

Issued 01/06/2014

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stuart Henry Scholten.
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