Marinus
Veltenaar
Acumen Wealth Advisors, LLC
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About this Advisor
Marinus Veltenaar is a certified financial planner based in Chattanooga, Tennessee who has 7 years of industry experience. Veltenaar works at Acumen Wealth Advisors, LLC. Their career trajectory has included roles at Nfp Securities, Inc and Acumen Wealth Advisors, LLC. Veltenaar has a Series 63 license, qualifying them as a securities agent, and is able to serve investors in Tennessee and Texas. Acumen Wealth Advisors, LLC is a registered investment firm based in Chattanooga, TN. It controls $339 million in assets across its 225 client accounts, making it one of the mid-sized firms in the country by assets under management. Of its 225 accounts, 47% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The business provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fee schedules largely depend on which services are provided. However, fee types charged by Acumen Wealth Advisors, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Acumen Wealth Advisors, LLC Brokerage Details
$338,530,770
16
225
$1,504,581
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Marinus Veltenaar Work History
Marinus has been registered as a financial advisor for 7 years.*
Acumen Wealth Advisors, LLC
Nfp Securities, Inc
*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 Marinus Veltenaar 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 Acumen Wealth Advisors, LLC
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
Chattanooga, TN
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.
