John Martin, financial advisor Kansas City MO
93 score

John Martin

CRD Number: 1070144
Current Firm: Mader & Shannon Wealth Management

John Martin (CRD# 1070144) is an Investment Advisor Representative working at Mader & Shannon Wealth Management in Kansas City, MO and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
The Leaders Group Inc. Littleton, CO Jul 2015 - Current 1
Mader & Shannon Wealth Management Kansas City, MO Oct 2014 - Current 2
Jmc Group LLC Overland Park, KS May 2013 - Current 3
Legacy Insurance Network Overland Park, KS May 2013 - Apr 2014 < 1
Client One Securities, LLC Overland Park, KS Sep 2011 - Jul 2013 1
Creative Marketing Overland Park, KS Oct 2006 - May 2013 6
Broker Dealer Financial Services Corp. Overland Park, KS Aug 2007 - Dec 2010 3
St. Lawrence Catholic Campus Center Lawrence, KS Aug 2005 - Oct 2006 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Mar 1998
Contact Info for John R. Martin
Phone Number: 816-751-0585
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
Types of Clients
Registered States


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

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