Stephen Martin (CRD# 4990898) is an Investment Advisor Representative working at Martin Wealth Management, LLC in Fort Collins, CO and has over 18 years of experience in the finance industry. Stephen 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.
CRD# 6262403
Raymond James & Associates, Inc.
CRD# 2896350
Ubs Financial Services Inc.
CRD# 5790901
Wells Fargo Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Martin Wealth Management, LLC | Ft. Collins, CO | Sep 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2005 |
- CO
-
Total Assets Under Management86MILLIONS
-
Total Number of Accounts326ACCOUNTS
-
Average Account Value$263,148
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO
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