Martha WilliamsCRD Number: 5354217
Current Firm: Waddell & Reed
Martha Williams (CRD# 5354217) is an Investment Advisor Representative working at Waddell & Reed in Ann Arbor, MI and has over 10 years of experience in the finance industry. Martha Williams has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Pathway Financial Planning
Chisholm & Darden Investment Advisors, Inc.
Clear Financial Advisors, LLC
|Waddell & Reed, Inc.||Ann Arbor, MI||May 2014 - Current||3|
|Various Insurance Carriers For W&r Insurance Agencies||Ann Arbor, MI||May 2014 - Current||3|
|Williams Wealth Services (dba)||Ann Arbor, MI||May 2014 - Current||3|
|Financial Intermediairies Ltd||Ann Arbor, MI||May 2014 - Current||3|
|Ann Arbor Art Center||Ann Arbor, MI||Jan 2012 - Current||6|
|Internet Telebusiness & Marketing Services, Inc.||Ann Arbor, MI||Jan 2012 - Current||6|
|Ann Arbor Art Center||Ann Arbor, MI||Feb 2011 - Current||7|
|Rental Property||Ann Arbor, MI||Dec 2005 - Current||12|
|Bank Of America,na||Ann Harbor, MI||Aug 2009 - May 2014||4|
|Merrill Lynch, Pierce, Fenner & Smith Inc.||Ann Arbor, MI||Jun 2007 - Aug 2009||2|
|First Horizon Home Loans||Saline, MI||May 2005 - Jun 2007||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Aug 2007|
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.