Martin Willenborg, financial advisor Cedar Rapids IA

Martin Willenborg

CRD Number: 1040994
Current Firm: Accel Wealth Management

Martin Willenborg (CRD# 1040994) is an Investment Advisor Representative working at Accel Wealth Management in Cedar Rapids, IA and has over 41 years of experience in the finance industry.

Similar Advisors
Trent Von Ahsen, financial advisor Cedar Rapids IA
Trent L. Von Ahsen
CRD# 5362122
Cedar Point Capital Partners, LLC
Similar Advisors
Roger Abel, financial advisor Cedar Rapids IA
Roger G. Abel
CRD# 4525922
Lpl Financial LLC
Similar Advisors
Edmund Abodeely, financial advisor Cedar Rapids IA
Edmund F. Abodeely
CRD# 4187389
Ameriprise Financial Services, LLC
Company Name Location Dates Years
Accel Wealth Management Cedar Rapids, IA Mar 2019 - Current 5
Willenborg & Associates Cedar Rapids, IA Nov 2007 - Current 16
Brokers International Financial Services Cedar Rapids, IA Mar 2019 - Aug 2020 1
Premier Advisors Cedar Rapids, IA Nov 2007 - Nov 2019 12
Ameritas Investment Corp Lincoln, NE Nov 2007 - Mar 2019 11
Cooperative Business Advisors LLC Cedar Rapids, IA May 2013 - Dec 2014 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1983
S65 NASAA Investment Advisors Law Examination Jun 2007
Contact Info for Martin B. Willenborg
Phone Number: 319-596-1101
Registered State(s):
  • IA
By the Numbers
  • Total Assets Under Management
    947
    MILLIONS
  • Total Number of Accounts
    2,140
    ACCOUNTS
  • Average Account Value
    $442,679
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AZ, FL, IA, IL, MN, MO, TX, WI

Ready to hire a financial advisor? Get competitive proposals from Martin Willenborg and other advisors.
BADGES

About Wealthminder

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 derived from SEC.gov data covering 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.

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.