Martin Kubik, financial advisor Cincinnati OH

Martin Kubik

CRD Number: 2035580
Current Firm: Clarify Wealth Management

Martin Kubik (CRD# 2035580) is an Investment Advisor Representative working at Clarify Wealth Management in Cincinnati, OH and has over 31 years of experience in the finance industry. Martin Kubik 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.

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Professional Designations
Company Name Location Dates Years
Clarify Wealth Management Cincinnati, OH Aug 2014 - Current 9
Lpl Financial Llc (fka Linsco/private Ledger Corp.) Cincinnati, OH Nov 2000 - Current 23
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1992
Contact Info for Martin J. Kubik
Phone Number: 513-381-0001
Firm Website: http://clarifywealth.com
Registered State(s):
By the Numbers
  • Total Assets Under Management
    330
    MILLIONS
  • Total Number of Accounts
    1,210
    ACCOUNTS
  • Average Account Value
    $272,418
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States

CO, FL, IN, KY, OH

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