Scott E. Holstein, Named to Curian Capital’s Advisory Council
Prudent Wealth Management today announced that Scott E. Holstein, CPA, PFS, CFP, a financial advisor based in Feasterville, Pennsylvania, has been named to Curian Capital’s newly created Advisory Council. Curian’s Advisory Council consists of 13 designated financial advisors whose industry expertise will help shape Curian’s strategic business initiatives in 2010.
(PRWEB) August 26, 2010 -- Prudent Wealth Management today announced that Scott E. Holstein, CPA, PFS, CFP, a financial advisor based in Feasterville, Pennsylvania, has been named to Curian Capital’s newly created Advisory Council. Curian’s Advisory Council consists of 13 designated financial advisors whose industry expertise will help shape Curian’s strategic business initiatives in 2010.
Appointment to Curian’s Advisory Council is based on the advisor’s knowledge in the areas of service, distribution, marketing, and practice and asset management. Curian Capital (www.Curian.com) is a Denver-based registered investment adviser that provides an innovative fee-based wealth management platform to financial professionals.
Curian hosted the Advisory Council’s inaugural meeting at the New York Stock Exchange on May 3. Council members met with Curian’s senior management team to discuss the firm’s 2010 initiatives, as well as challenges and opportunities within the investment advisory industry. The group also worked to establish a new standard of best practices in areas such as wholesaling, training and education, business development, and client communication.
“The Advisory Council was created to help Curian’s management team identify innovative ways to meet the evolving needs of advisors and investors, while also actively engaging our business partners in discussions on relevant trends in the industry,” said Michael Bell, Curian’s president and chief executive officer. “We look forward to having a productive dialogue with all of the Council members, including Scott, and we view the group as a vital component of Curian’s strategy.”
Mr. Holstein has been in the financial services industry for more than 20 years. He earned a bachelor’s in accounting from Pennsylvania State University .Mr. Holstein holds Certified Public Account (CPA), Personal Financial Specialist (PFS) and Certified Financial Planner (CFP®) designations, as well as Series 7, 8, 24 63 licenses.
About Prudent Wealth Management, Inc.
Scott Holstein and his staff have been dedicated to serving individual and corporate clients for more than 20 years. The team focuses on many areas of finance including portfolio advisory services, retirement planning and estate planning strategies.
For more information about Scott Holstein or Prudent Wealth Management, Inc., please visit www.scottholstein.com or call (800) 458-9330.
About Curian Capital
Curian Capital, LLC (www.Curian.com) is a registered investment adviser providing innovative fee-based separately managed accounts to financial professionals through a state-of-the-art technology platform. The company has $4.2 billion in assets under management as of 6/30/10, and ranks among the top 10 third party managed account vendors in the industry by AUM (source: Cerulli Associates).
Curian Capital is an indirect subsidiary of Prudential plc, a company incorporated and with its principal place of business in the United Kingdom. Prudential plc and its affiliated companies constitute one of the world's leading financial service groups. It provides insurance and financial services directly and through its subsidiaries and affiliates throughout the world. It has been in existence for over 160 years and had more than $468 billion in assets under management as of 12/31/09. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America.
Scott Holstein is a registered representative and financial advisor of, and offers securities and investment advisory services through Walnut Street Securities, Inc. (“WSS”), Member FINRA & SIPC., a registered investment adviser. 221 W. Street Rd., Feasterville, PA 19053. WSS has an agreement with Curian Capital, which permits WSS financial advisors, including Mr. Holstein, to solicit clients for Curian Capital’s advisory services through WSS for a fee. WSS and Mr. Holstein share any referral fee paid by Curian. Curian Capital also pays WSS a marketing and administrative service fee for making Curian Capital’s products and services available to financial advisors of WSS, including Mr. Holstein.
Curian Capital may reimburse Mr. Holstein for certain expenses associated with Mr. Holstein’s participation in the Advisory Council. The views expressed by Mr. Holstein are his own and does not represent the views of WSS, and are independent of and not affiliated with or employed by WSS. Mr. Holstein’s participation in the Advisory Council is not an endorsement of Curian Capital as an investment adviser, or of any products and services offered through Curian Capital. WSS is not affiliated with Curian Capital, Prudent Wealth Management or Prudential plc.
PR 10XX August 16th, 2010
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Read the full story at http://www.prweb.com/releases/2010/08/prweb4395144.htm.



The Anniston Star, Ala., Nick Birdsong column [The Anniston Star, Ala.]
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