Derek Martin, financial advisor Colorado Springs CO
96 score

Derek Martin

CRD Number: 6059805
Current Firm: 56 Capital Partners, Ltd

Derek Martin (CRD# 6059805) is an Investment Advisor Representative working at 56 Capital Partners, Ltd in Colorado Springs, CO and has over 5 years of experience in the finance industry. Derek Martin 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
56 Capital Partners, Ltd. Colorado Springs, CO Nov 2017 - Current < 1
Northwestern Mutual Wealth Management Company Milwaukee, WI Jan 2016 - Nov 2017 1
Northwestern Mutual Investment Services, LLC Colorado Springs, CO Aug 2013 - Nov 2017 4
Northwestern Mutual Investment Services LLC Colorado Springs, CO May 2012 - Nov 2017 5
Northwestern Mutual Life Insurance Company Milwaukee, WI May 2012 - Nov 2017 5
United States Marine Corp Jacksonville, NC Mar 2008 - Jun 2012 4
Walden University Baltimore, MD Sep 2009 - Feb 2011 1
Cr Scott Wireless Inc. Mattawan, MI Jan 2006 - Mar 2008 2
Kalamazoo College Kalamazoo, MI Sep 2004 - Mar 2008 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2012
S66 NASAA Uniform Combined State Law Examination May 2013
Contact Info for Derek J. Martin
Phone Number: 719-362-0107
Registered State(s):
  • CO
  • TX
  • MI
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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