John Martoncik, financial advisor Maple Valley WA

John Martoncik

CRD Number: 2191136
Current Firm: Cuna Brokerage Services, Inc.

John Martoncik (CRD# 2191136) is an Investment Advisor Representative working at Cuna Brokerage Services, Inc. in Maple Valley, WA and has over 29 years of experience in the finance industry.

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Company Name Location Dates Years
Cuna Mutual Group Waverly, IA Dec 2016 - Current 4
Cuna Brokerage Services, Inc. Waverly, IA Dec 2016 - Current 4
Unemployment Maple Valley, WA Sep 2016 - Nov 2016 < 1
Neuberger Berman LLC New York, NY Apr 2014 - Aug 2016 2
Ceros Financial Services, Inc. Rockville, MD Jan 2014 - Apr 2014 < 1
Investment Planners, Inc. Decatur, IL Dec 2013 - Jan 2014 < 1
Transamerica Capital, Inc. Denver, CO Jun 2009 - Nov 2013 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S66 NASAA Uniform Combined State Law Examination Jun 2014
Contact Info for John T. Martoncik
Phone Number: 319-352-4090
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    3,030
    MILLIONS
  • Total Number of Accounts
    15,081
    ACCOUNTS
  • Average Account Value
    $200,896
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
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)
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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