Martin Bender (CRD# 2891230) is an Investment Advisor Representative working at Northwest Asset Management in Gilbert, AZ and has over 26 years of experience in the finance industry. Martin Bender 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# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Northwest Asset Management | Mercer Island, WA | Aug 2018 - Current | 5 |
| Ashton Thomas Insurance Agency | Scottsdale, AZ | Oct 2016 - Aug 2018 | 1 |
| Ashton Thomas Private Wealth LLC | Scottsdale, AZ | Sep 2012 - Aug 2018 | 5 |
| Accelerated Capital Group | Irvine, CA | Sep 2012 - Dec 2016 | 4 |
| Gentry Wealth Management | Scottsdale, AZ | Sep 2012 - Oct 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 1997 |
| S66 | NASAA Uniform Combined State Law Examination | Oct 2001 |
- AZ
- TX
- WA
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Total Assets Under Management3,271MILLIONS
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Total Number of Accounts8,878ACCOUNTS
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Average Account Value$368,481
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MA, MD, MI, MN, MO, MT, NC, NE, NH, NM, NV, NY, OH, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI
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