Michael
Streff

Householder Group Estate & Retirement Specialists

CRD#2860887
Investment Advisor
in Tucson, AZ

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About this Advisor

Michael Streff is a financial advisor based in Tucson, Arizona, working with Householder Group Estate & Retirement Specialists. Michael has previously held positions at Lpl Financial LLC and Householder Group Estate & Retirement Specialists, LLC. Michael has passed the Series 63, Series 65, and Series 66 regulatory exams and is registered to provide services in Arizona and Texas. Currently, Michael is part of Householder Group Estate & Retirement Specialists, which operates out of Tucson, Arizona. The firm has 29 offices and 86 employees. The firm manages assets totaling $1.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Householder Group Estate & Retirement Specialists includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, Series 66

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

2030 E Speedway Blvd Suite 120
Tucson, AZ 85719

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Householder Group Estate & Retirement Specialists Brokerage Details

Total Assets Under Management

$1,305,983,348

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

86

AZ Average: 37
Total Number of Accounts

6,706

AZ Average: 1,370
Average Account Size

$194,748

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

Michael Streff Work History

2021 - Present (3 years)

Householder Group Estate & Retirement Specialists, LLC

2013 - Present (11 years)

Lpl Financial LLC

Disclosures

Please visit the SEC profile of Michael Streff 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

Blake Behunin
Camarillo, CA
Erik Walker
Surprise, AZ
Jean Elzayek
Scottsdale, AZ
Skyler Hulslander
Scottsdale, AZ
Tyler Finch
Edmond, OK
William Sydor
Tacoma, WA
John Phillips
Englewood, CO
Justin Nimock
Englewood, CO

The content in this profile was updated by SmartAsset on 6/19/2024. 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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