Michael Martens, financial advisor Dayton OH
87 score

Michael Martens

CRD 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.

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Company Name Location Dates Years
Awesome Benefit Advisors Sandy, UT May 2016 - Current < 1
Transamerica Financial Advisors, Inc. Dayton, OH Jan 2012 - Current 4
Debtmerica Relief Santa Ana, CA Jan 2012 - Current 4
United Health Care Dayton, OH Dec 2006 - Current 10
Carrabba's Italin Grill Centerville, OH Apr 2005 - Current 11
Wfg Dayton, OH Jan 2004 - Current 12
World Group Securities, Inc. Dayton, OH Apr 2002 - Jan 2012 9

Michael Martens has no recent exams reported.
Contact Info for Michael J. Martens
Phone Number: 727-299-1800
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    4,493
    MILLIONS
  • Total Number of Accounts
    33,842
    ACCOUNTS
  • Average Account Value
    $132,767
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
87
Clean Record
This advisor has a clean track record with regulators.

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