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Marinus Stephen Veltenaar

ACUMEN WEALTH ADVISORS, LLC·CHATTANOOGA, Tennessee
SIE, Series 6, Series 7, Series 63CFPClean record14 years registeredACUMEN WEALTH ADVISORS, LLC
250 FOREST AVENUE, CHATTANOOGA, TN 37405CRD# 4608188Firm CRD# 282565

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Marinus Stephen Veltenaar · CHATTANOOGA, TN
Registration
CRD #4608188 · ACUMEN WEALTH ADVISORS, LLC · 14 years registered
Brand Profile
Not yet started
01

Career History

ACUMEN WEALTH ADVISORS, LLC
Feb 2016 – present
NFP ADVISOR SERVICES, LLC
Jan 2012 – Feb 2016
CHATTANOOGA, TN
02

Registrations & Exams

FINRA examinations passed
SIE
Series 6
Series 7
Series 63
Registration record
First registered · January 6, 2012
Years registered · 14
Professional designation · CFP
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
ACUMEN WEALTH ADVISORS, LLC
CRD 282565 · SEC 801-107192
AUM
$427M
Regulatory assets under management
Employees
17
247 client accounts
Services offered by ACUMEN WEALTH ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
Pension & Retirement Plans
High Net Worth Individuals
View all advisors at ACUMEN WEALTH ADVISORS, LLC →
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05

Frequently Asked Questions

What services does Marinus Stephen Veltenaar offer?
Marinus Stephen Veltenaar specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in CHATTANOOGA, Tennessee for a consultation.
What are Marinus Stephen Veltenaar's credentials?
Marinus Stephen Veltenaar holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Marinus Stephen Veltenaar located?
Marinus Stephen Veltenaar is based in CHATTANOOGA, Tennessee, working with ACUMEN WEALTH ADVISORS, LLC. Their office serves clients in the CHATTANOOGA metropolitan area and surrounding communities.
How does Marinus Stephen Veltenaar charge for services?
Marinus Stephen Veltenaar's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ACUMEN WEALTH ADVISORS, LLC?
ACUMEN WEALTH ADVISORS, LLC has approximately 17 employees and manages $427M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at ACUMEN WEALTH ADVISORS, LLC

Amy Renee Stone
CHATTANOOGA, TN
Grant Mccall Allen
CHATTANOOGA, TN
John Michael Owen
CHATTANOOGA, TN
Beth Ann Tremaine
CHATTANOOGA, TN

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CFP

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