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BS

Blair C. Stientjes

ACCELERATE RETIREMENT
Walnut Creek, CA
Some features on this profile are disabled
CRD#: 2559465
BS

Professional summary

Blair Clark Stientjes, who also goes by Blair C Stientjes, is a registered financial advisor currently at ACCELERATE RETIREMENT located in Walnut Creek, California.

Blair is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Blair has worked at 6 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Blair C Stientjes

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.
Board Member - Walnut Creek Chamber of Commerce; non-investment related; Start date of 08.18.2023; 5 hours monthly supporting the Chamber and its activities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Blair Clark Stientjes'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®
None

Experience

Current

August 23, 2023 - Present

ACCELERATE RETIREMENT

RIA
CRD#: 325859
Walnut Creek, CA
Past

April 18, 2016 - August 15, 2023

KESTRA ADVISORY SERVICES, LLC

RIA
CRD#: 283330
Pleasant Hill, CA
Past

May 5, 2011 - September 22, 2016

KESTRA INVESTMENT SERVICES, LLC

RIA
CRD#: 42046
Pleasant Hill, CA
Past

March 10, 2011 - August 15, 2023

KESTRA INVESTMENT SERVICES, LLC

BD
CRD#: 42046
Pleasant Hill, CA
Past

November 6, 2009 - January 4, 2011

LINCOLN FINANCIAL DISTRIBUTORS, INC.

BD
CRD#: 145
FORT WAYNE, IN
Past

March 31, 2008 - January 24, 2011

OSAIC FA, INC.

BD
CRD#: 3978
FORT WAYNE, IN
Past

October 20, 1998 - February 3, 2000

ADP BROKER-DEALER, INC.

BD
CRD#: 37693
ROSELAND, NJ

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".
AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA
Registered Investment Advisory firm - (4/28/2023 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
California
(8/23/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/28/2011
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/3/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 3/28/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

AR
ACCELERATE RETIREMENT
ACCELERATE INVESTMENT ADVISORS LLC | TOTAL BENEFITS CA | SJE RETIREMENT | SAPERS & WALLACK | OMNI 360 RETIREMENT CONSULTING | MOGUL WEALTH STRATEGIES | FRIEDRICH FINANCIAL | FIDUCIARY BENEFITS GROUP | CYPRESS BENEFIT SOLUTIONS | COLLABORATIVE FINANCIAL GROUP | AXIAL BENEFITS GROUP | ASSOCIATED BUILDERS AND CONTRACTORS | ALKEME FINANCIAL SERVICES | ACCELERATE RETIREMENT

CRD#: 325859 / SEC#: 801-127772

RIA
Registered Investment Advisory firm - (4/28/2023 Approved)
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Contact information

Main Address
120 Vantis Dr., Suite 330, Aliso Viejo, CA 92656
Mailing Address
Phone number
(888) 439-7071
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (22 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ACCELERATE INVESTMENT ADVISORS ADV 2A 05.12.2025 (5/12/2025)

Regulatory assets under management

Total Number of Accounts704
AUM (Assets Under Management)$ 242,848,720

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.

Company Information

ACCELERATE RETIREMENT

CRD#: 325859Walnut Creek, CA

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