Michael MartensCRD Number: 4470623
Current Firm: Transamerica Financial Advisors, Inc.
Michael Martens (CRD# 4470623) is an Investment Advisor Representative working at Transamerica Financial Advisors, Inc. in Dayton, OH and has 1 year of experience in the finance industry.
Sound Financial Investment Management, LLC
Raymond James & Associates, Inc.
|Awesome Benefit Advisors||Sandy, UT||May 2016 - Current||1|
|Transamerica Financial Advisors, Inc.||Dayton, OH||Jan 2012 - Current||6|
|Debtmerica Relief||Santa Ana, CA||Jan 2012 - Current||6|
|United Health Care||Dayton, OH||Dec 2006 - Current||11|
|Carrabba's Italin Grill||Centerville, OH||Apr 2005 - Current||12|
|Wfg||Dayton, OH||Jan 2004 - Current||14|
|World Group Securities, Inc.||Dayton, OH||Apr 2002 - Jan 2012||9|
Total Assets Under Management4,493MILLIONS
Total Number of Accounts33,842ACCOUNTS
Average Account Value$132,767
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV