Charles Howard Scheinbaum

Employer firm

Aspire Capital Advisors LLC CRD 298366

$1.23B regulatory AUM 33 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 02/2002 → 01/2018
  Valic Financial Advisors
  Seattle, WA
• 01/2018 → 11/2020
  Kms Financial Services, Inc
  Seattle, WA
• 11/2020 → 07/2021
  Securities America, Inc.
  Kirkland, WA
• 11/2020 → 07/2021
  Securities America Advisors, Inc.
  Kirkland, WA
• 11/2020 → 07/2021
  Arbor Point Advisors
  Kirkland, WA
• 07/2021 → Present
  Aspire Capital Advisors Llc
  Kirkland, WA
• 07/2021 → 08/2022
  M.S. Howells & Co.
  Kirkland, WA
• 01/2018 → Present
  Kirkland Financial Advisers
  Kirkland, WA

Previous Registrations

• 2020-11-06 → 2021-07-01
  Securities America Advisors, Inc.
  Kirkland, WA
• 2020-11-06 → 2021-07-01
  Arbor Point Advisors
  Kirkland, WA
• 2018-01-11 → 2020-11-06
  Kms Financial Services, Inc.
  Kirkland, WA
  Seattle, WA
• 2003-12-12 → 2018-01-18
  Valic Financial Advisors, Inc.
  Renton, WA
  Seattle, WA

Other Businesses

1.AUG 2008; CONDO ASSOCIATION, MILPITAS, CA; NON INVESTMENT RELATED; PRESIDENT; MAKING DECISIONS ABOUT AND ARRANGING FOR MAINTENANCE, FORWARDING INVOICES TO TREASURER, OR PAYING INVOICES, SETTING AGENDA FOR ASSOCIATION MEETINGS; DEVOTE 1 HR/MONTH DURING NON MARKET HOURS. 2. AUG 2018; PERSONAL RENTAL PROPERTY MANAGEMENT, NEWCASTLE, WA; NON INVESTMENT RELATED; PERSONAL PROPERTY MANAGER; FIND SUITABLE TENANTS, COLLECT RENT, DIRECT MAINTENANCE AND REPAIRS; DEVOTE 4 HRS/MONTH DURING NON MARKET HOURS. 3. JAN 2018; LIFE INSURANCE SALES, NEWCASTLE, WA; NON INVESTMENT RELATED; LIFE/LTC INSURANCE AGENT; SELL LIFE AND LONG TERM CARE INSURANCE TO CLIENTS WHERE APPROPRIATE; DEVOTE 10 HRS/MONTH, 7 HRS DURING MARKET HOURS. 4. JAN 2018; KIRKLAND FINANCIAL ADVISERS, KIRKLAND, WA; INVESTMENT RELATED; MARKETING DBA; INVESTMENT ADVISOR REPRESENTATIVE; PROVIDE ADVISORY MONEY MANAGEMENT; DEVOTE 150 HRS/MONTH, 100 HRS/MONTH DURING MARKET HOURS. 5. JULY 2021; ASPIRE CAPITAL ADVISORS, SEATTLE, WA; INVESTMENT RELATED; INVESTMENT ADVISORY SERVICES; INVESTMENT ADVISORY REPRESENTATIVE; PROVIDE INVESTMENT MANAGEMENT; DEVOTE 150 HRS/MONTH, 100 HRS/MONTH DURING MARKET HOURS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2003-12-10
• S63 Uniform Securities Agent State Law Examination
  2002-01-16