Marinus S. Veltenaar

ACUMEN WEALTH ADVISORS

Chattanooga, TN 37405

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CRD#: 4608188

Professional summary

Marinus Stephen Veltenaar, CFP®, who also goes by Reese Stephen Veltenaar, is a registered financial advisor currently at ACUMEN WEALTH ADVISORS, LLC located in Chattanooga, Tennessee.

Marinus is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Marinus has worked at 4 firms and has passed the Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Reese Stephen Veltenaar

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

BUSINESS NAME: THE ASA GROUP INVESTMENT RELATED: YES ADDRESS: 11807 HINSON RD LITTLE ROCK AR 72212 NATURE OF BUSINESS: INSURANCE POSITION, TITLE OR RELATIONSHIP: AGENT START DATE: 2/6/2012 HOURS PER MONTH: 0% - 10% (0 - 16 HOURS) HOURS PER MONTH DURING TRADING HOURS: 0% - 10% (0 - 14 HOURS) DUTIES: SALE INSURANCE/SERVICE

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marinus Stephen Veltenaar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2010

Experience

Current

February 5, 2016 - Present

ACUMEN WEALTH ADVISORS, LLC

Office #1: 250 Forest Avenue, Chattanooga, TN 37405

RIA

CRD#: 282565

Chattanooga, TN

Past

January 6, 2012 - February 8, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA

CRD#: 42046

CHATTANOOGA, TN

Past

January 5, 2012 - February 8, 2016

KESTRA INVESTMENT SERVICES, LLC

CRD#: 42046

CHATTANOOGA, TN

Past

February 13, 2007 - January 10, 2012

MORGAN KEEGAN & COMPANY, LLC

CRD#: 4161

BIRMINGHAM, AL

Past

December 17, 2002 - February 13, 2007

AMSOUTH INVESTMENT SERVICES, INC.

CRD#: 15692

CHATTANOOGA, TN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACUMEN WEALTH ADVISORS, LLC

CRD#: 282565 / SEC#: 801-107192

RIA

Registered Investment Advisory firm - (2/5/2016 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Tennessee
(2/5/2016)

IAR

Texas
(10/29/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/10/2003

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 2/8/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/14/2005

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/16/2002

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ACUMEN WEALTH ADVISORS, LLC

CRD#: 282565 / SEC#: 801-107192

RIA

Registered Investment Advisory firm - (2/5/2016 Approved)

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Contact information

Main Address

250 Forest Avenue, Chattanooga, TN 37405

Mailing Address

Phone number

(423) 825-4796

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	271
AUM (Assets Under Management)	$ 593,715,110

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Marinus S. Veltenaar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Marinus Stephen Veltenaar's CRS (Customer Relationship Summary).

Certified licenses

Experience

KESTRA INVESTMENT SERVICES, LLC

KESTRA INVESTMENT SERVICES, LLC

MORGAN KEEGAN & COMPANY, LLC

AMSOUTH INVESTMENT SERVICES, INC.

Primary Firm SEC Registration

ACUMEN WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/10/2003

SIE

Date: 2/8/2016

Series 7

Date: 6/14/2005

Series 6

Date: 12/16/2002

Current Firm

ACUMEN WEALTH ADVISORS, LLC

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACUMEN WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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