Julie Martinez, financial advisor Boulder CO
103 score

Julie Martinez

CRD Number: 5605585
Current Firm: Lpl Financial LLC
Compensation Model: Both

Julie Martinez (CRD# 5605585) 

As an Advisor, Julie is an innovator in removing the obstacles people face when planning for the future. For over 15 years, she has assisted clients with transitions such as retirement/work-life reinvention, business transition, death of a loved one, financial windfall and inheritance. Julie has experience in cash-flow analysis, business owner planning strategies, next generation education, legacy and estate planning, and incorporating real estate, businesses and mineral interest holdings into a financial plan.

Julie began her career while still in grade school, helping her real estate broker mother with filing, organizing and showing property. Her mother treated every client as if he or she were a member of her own family. She was proud to have generations of families seek her advice on real estate matters and maintains many of those relationships into her own retirement. This early mentoring instilled in Julie a fundamental business belief: treat every client as if he/she were your family member and as if the relationship will last for generations. Julie graduated with honors from Colorado State University and earned her CERTIFIED FINANCIAL PLANNER™ designation. In 2009, she became a Sudden Money™ Advisor and is one of a handful of advisors nationally in the Institute’s Mastery Program. Prior to joining BSW Wealth Partners in 2015, Julie was co-owner of a financial planning firm.  Julie is past President of the West River Estate and Financial Planning Council and past Board Member of Zonta Club of the Black Hills.

When out of the office, Julie can be found skiing, mountain biking, and exploring the outdoors with
her husband and two teenage daughters.

Education, accreditation, leadership and service:

  • BA, Colorado State University
  • CERTIFIED FINANCIAL PLANNER™ (CFP®)
  • Certified Financial Transitionist™ (CFT™)
  • Member – Financial Planning Association
  • Volunteer – Women in Science Annual Youth Conference
  • Volunteer – Idea Wild, Biodiversity Conservation Organization
CONTACT
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Professional Designations
Company Name Location Dates Years
Bsw Wealth Partners Boulder, CO Jun 2015 - Current 1
Purple Wealth, LLC Rapid City, SD May 2013 - Jun 2015 2
Lpl Financial, LLC Rapid City, SD Feb 2013 - Jun 2015 2
Kt Investment Advisors, Llc/purple Wealth LLC Rapid City, SD Sep 2008 - Feb 2013 4
Wells Fargo Rapid City, SD Jun 2006 - Sep 2008 2
Kahler Realtor/kahler Financial Group Rapid City, SD Jul 1997 - Jun 2006 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2013
Contact Info for Julie D. Martinez
Phone Number: (303) 444-9696
Firm Website: http://www.lpl.com
Registered State(s):
  • CO
By the Numbers
  • Total Assets Under Management
    112,086
    MILLIONS
  • Total Number of Accounts
    531,091
    ACCOUNTS
  • Average Account Value
    $211,049
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, 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

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BADGES
103
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

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