Martin WillenborgCRD Number: 1040994
Current Firm: Ameritas Investment Corp
Martin Willenborg (CRD# 1040994) is an Investment Advisor Representative working at Ameritas Investment Corp in Cedar Rapids, IA and has over 35 years of experience in the finance industry.
Nations Financial Group, Inc.
Raymond James Financial Services Advisors, Inc.
|Ameritas Investment Corp||Lincoln, NE||Nov 2007 - Current||10|
|Premier Advisors||Cedar Rapids, IA||Nov 2007 - Current||10|
|Willenborg & Associates||Cedar Rapids, IA||Nov 2007 - Current||10|
|Cooperative Business Advisors LLC||Cedar Rapids, IA||May 2013 - Dec 2014||1|
|Strategic Business Partners||Cedar Rapids, IA||Jan 2009 - Dec 2011||2|
|Stonefield Investment Advisory, Inc.||Cedar Rapids, IA||Mar 2007 - Dec 2007||< 1|
|Cambridge Investment Research, Inc.||Fairfield, IA||Mar 2007 - Nov 2007||< 1|
|General American Distributors, Inc.||St. Louis, MO||Dec 2004 - Mar 2007||2|
|Metlife Investors||Newport Beach, CA||Jun 2003 - Mar 2007||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jan 1983|
|S65||NASAA Investment Advisors Law Examination||Jun 2007|
Total Assets Under Management2,296MILLIONS
Total Number of Accounts8,235ACCOUNTS
Average Account Value$278,845
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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