Kirk
Balin

Householder Group Estate & Retirement Specialists

CRD#4590715
Investment Advisor
in Seattle, WA

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About this Advisor

Kirk Balin is a financial advisor who works in Seattle, Washington who has 10 years of industry experience. Balin works at Householder Group Estate & Retirement Specialists. Their career trajectory has included roles at Securities Service Network, Inc, Lpl Financial LLC and Householder Group Estate & Retirement Specialists. Balin has Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to work in Texas and Washington. Householder Group Estate & Retirement Specialists is a financial advisory company based out of Scottsdale, AZ. It has offices in 27 locations and a total of 96 employees. It oversees $1 billion in assets under management across its 6,426 customer accounts, making it one of the larger investment advisory firms in the nation by assets under management. Of its 6,426 client accounts, 98% belong to high-net-worth investors who have more than $1 million in assets available to invest. Householder Group Estate & Retirement Specialists performs a number of services, such as 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. Fees for financial advisory services are based on which services the firm provides the client. Fee types charged by Householder Group Estate & Retirement Specialists likely consist of any blend of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

10 years

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

9725 Third Ave Ne Suite 201
Seattle, WA 98115

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Householder Group Estate & Retirement Specialists Brokerage Details

Total Assets Under Management

$1,081,197,518

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

96

WA Average: 37
Total Number of Accounts

6,426

WA Average: 1,370
Average Account Size

$168,254

WA 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

Kirk Balin Work History

Kirk has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Lpl Financial LLC

2013 - Present (11 years)

Householder Group Estate & Retirement Specialists

2009 - 2013 (4 years)

Securities Service Network, 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 Kirk Balin 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

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