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MR

Marita H. Rhinehart

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CRD#: 4936709
MR

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Marita Hagen Rhinehart, who also goes by Marita Keyburn Bennett ^, Marita Keyburn Bennett, Marita Keyburn Hagen, Marita Grace Keyburn ^, Marita Grace Keyburn, Marita H. Rhinehart, was a registered financial professional .

Marita is a previously registered financial professional and started their career in finance in 2007. Marita had worked at 7 firms and has passed the Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Marita Keyburn Bennett ^ | Marita Keyburn Bennett | Marita Keyburn Hagen | Marita Grace Keyburn ^ | Marita Grace Keyburn | Marita H. Rhinehart

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

November 27, 2013 - March 26, 2014

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

RIA
CRD#: 169045
RANCHO MIRAGE, CA
Past

November 22, 2013 - March 26, 2014

LPL FINANCIAL LLC

BD
CRD#: 6413
RANCHO MIRAGE, CA
Past

October 23, 2013 - November 22, 2013

SSN ADVISORY, INC.

RIA
CRD#: 126090
RANCHO MIRAGE, CA
Past

October 13, 2011 - November 27, 2013

HOUSEHOLDER GROUP FINANCIAL ADVISORS, LLC

RIA
CRD#: 149564
RANCHO MIRAGE, CA
Past

July 6, 2009 - November 22, 2013

SECURITIES SERVICE NETWORK, LLC

BD
CRD#: 13318
RANCHO MIRAGE, CA
Past

September 9, 2008 - July 1, 2009

OSAIC SERVICES, INC.

BD
CRD#: 133763
RANCHO MIRAGE, CA
Past

June 25, 2007 - September 2, 2008

THRIVENT INVESTMENT MANAGEMENT INC.

RIA
CRD#: 18387
PALM DESERT, CA
Past

June 13, 2007 - September 2, 2008

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
PALM DESERT, CA

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".
HG
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
AMERICAN FINANCIAL SERVICES | TAX AND INVESTMENT ADVOCATES | STREFF FINANCIAL GROUP | RUSSO FINANCIAL MANAGEMENT | RIDLEY WEALTH STRATEGIES | NICKELS WEALTH MANAGEMENT | MONEY AND MINDFULNESS | MASSEY FINANCIAL SERVICES, LLC DBA MASSEY FINANCIAL SERVICES | LUNCEFORD PRIVATE WEALTH MANAGEMENT | L.H. NICKELS WEALTH MANAGEMENT | KIDWELL & COMPANY, INC | KAVE FAMILY FINANCIAL | KAVE FAMILY INSURANCE | IRA SPECIALISTS | HOUSEHOLDER GROUP OF TEXAS | HOUSEHOLDER GROUP OF ORANGE COUNTY | HOUSEHOLDER GROUP OF NEW MEXICO | HOUSEHOLDER GROUP OF DENVER | HOUSEHOLDER GROUP OF COLORADO SPRINGS | HOUSEHOLDER GROUP FINANCIAL ADVISORS | HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | HOUSEHOLDER GROUP DFW | HOUSEHOLDER GROUP COACHELLA VALLEY | HOUSEHOLDER GROUP ANTELOPE VALLEY | HOUSEHOLDER FINANCIAL ADVISORS LLC | HILL FINANCIAL PLANNING | HERITAGE WEALTH MANAGEMENT | CICHON FINANCIAL SERVICES

CRD#: 169045 / SEC#: 801-78565

RIA
Registered Investment Advisory firm - (9/20/2013 Approved)

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 6/21/2007
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


HG
HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS
AMERICAN FINANCIAL SERVICES | TAX AND INVESTMENT ADVOCATES | STREFF FINANCIAL GROUP | RUSSO FINANCIAL MANAGEMENT | RIDLEY WEALTH STRATEGIES | NICKELS WEALTH MANAGEMENT | MONEY AND MINDFULNESS | MASSEY FINANCIAL SERVICES, LLC DBA MASSEY FINANCIAL SERVICES | LUNCEFORD PRIVATE WEALTH MANAGEMENT | L.H. NICKELS WEALTH MANAGEMENT | KIDWELL & COMPANY, INC | KAVE FAMILY FINANCIAL | KAVE FAMILY INSURANCE | IRA SPECIALISTS | HOUSEHOLDER GROUP OF TEXAS | HOUSEHOLDER GROUP OF ORANGE COUNTY | HOUSEHOLDER GROUP OF NEW MEXICO | HOUSEHOLDER GROUP OF DENVER | HOUSEHOLDER GROUP OF COLORADO SPRINGS | HOUSEHOLDER GROUP FINANCIAL ADVISORS | HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALIST, LLC | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | HOUSEHOLDER GROUP DFW | HOUSEHOLDER GROUP COACHELLA VALLEY | HOUSEHOLDER GROUP ANTELOPE VALLEY | HOUSEHOLDER FINANCIAL ADVISORS LLC | HILL FINANCIAL PLANNING | HERITAGE WEALTH MANAGEMENT | CICHON FINANCIAL SERVICES

CRD#: 169045 / SEC#: 801-78565

RIA
Registered Investment Advisory firm - (9/20/2013 Approved)
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Contact information


Main Address
8985 E. Bell Road, Scottsdale, AZ 85260
Mailing Address
Phone number
(602) 604-0600
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (38 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

HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS - WRAP PROGRAM (3/26/2025)

Regulatory assets under management


Total Number of Accounts1,804
AUM (Assets Under Management)$ 277,447,180

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


HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS

CRD#: 169045

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