Martin CulverCRD Number: 1424982
Current Firm: Waddell & Reed
Martin Culver (CRD# 1424982) is an Investment Advisor Representative working at Waddell & Reed in Indianapolis, IN and has over 27 years of experience in the finance industry.
I4 Advisors LLC
Treybourne Wealth Planners
Canterbury Investment Management, LLC
|Various Insurance Carriers For W&r Insurance Agencies||Carmel, IN||Oct 2014 - Current||2|
|Waddell & Reed, Inc.||Indianapolis, IN||Oct 2014 - Current||2|
|Culver Insurance Agency||Carmel, IN||Jan 1996 - Current||21|
|Mml Investor Services Inc.||Indianapolis, IN||Jan 2010 - Oct 2014||4|
|Various Insurance Carriers For W&r Insurance Agencies||Carmel, IN||Nov 2009 - Jan 2010||< 1|
|Waddell & Reed, Inc.||Indianapolis, IN||Nov 2009 - Jan 2010||< 1|
|Unemployed||Carmel, IN||Oct 2009 - Nov 2009||< 1|
|Ameriana Financial||Avon, IN||May 2007 - Oct 2009||2|
|Linsco/private Ledger||Avon, IN||May 2007 - Oct 2009||2|
|Invest Financial Corporation||Tampa, FL||Nov 2005 - May 2007||1|
|Onb Investment Services||Carmel, IN||May 2003 - May 2007||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1989|
|S66||NASAA Uniform Combined State Law Examination||Dec 2009|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Customer Dispute
Total Assets Under Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- A percentage of assets under your management
- 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, 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
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.