Andrew
Ballmann

Householder Group Estate & Retirement Specialists

CRD#7092293
Investment Advisor
in Scottsdale, AZ

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About this Advisor

Andrew Ballmann is a financial advisor who works in Scottsdale, Arizona with a total of 1 year of relevant experience. Ballmann is on the advisory team at Householder Group Estate & Retirement Specialists. During their career, the advisor has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Golder Ranch Fire District, O'Reillys Automotive Stores, Bank Of America, N.A, Lpl Financial LLC and Householder Group Estate & Retirement Specialists. Ballmann has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can operate in Arizona. Householder Group Estate & Retirement Specialists is an advisory firm that has its headquarters in Scottsdale, AZ. The firm has offices in 27 locations and a total of 96 financial advisors. It administers $1 billion in assets under management among its 6,426 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 6,426 customer accounts, 98% are associated with high-net-worth investors who have at least $1 million in assets. Householder Group Estate & Retirement Specialists performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fee schedules largely are based on which services are offered. However, fees charged by Householder Group Estate & Retirement Specialists most likely include asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

8985 E. Bell Road
Scottsdale, AZ 85260

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Householder Group Estate & Retirement Specialists Brokerage Details

Total Assets Under Management

$1,081,197,518

AZ Average: $1,555,372,352
Total Number of Employees

96

AZ Average: 37
Total Number of Accounts

6,426

AZ Average: 1,370
Average Account Size

$168,254

AZ Average: $1,135,308

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Andrew Ballmann Work History

Andrew has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Lpl Financial LLC

2022 - Present (2 years)

Householder Group Estate & Retirement Specialists

2019 - 2022 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2019 - 2022 (3 years)

Bank Of America, N.A

2016 - 2016 (< 1 year)

O'Reillys Automotive Stores

2008 - 2019 (11 years)

Golder Ranch Fire District

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Andrew Ballmann to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Householder Group Estate & Retirement Specialists

Tyler Finch
Edmond, OK
Bryan Wilczewski
Lancaster, CA
Justin Nimock
Englewood, CO
Suzette Bates
Columbus, MS
Lisa Kachel
Clackamas, OR
Robert Valenzuela
Rancho Mirage, CA
Douglas Parker
Houston, TX
Amy Nelson
Scottsdale, AZ

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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