Michael Martin (CRD# 5846003) is an Investment Advisor Representative working at Thrivent Investment Management Inc. in Temecula, CA and has over 13 years of experience in the finance industry. Michael 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# 4876819
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 5480138
Safeguard Investment Advisory Group, LLC
CRD# 2345668
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Thrivent Investment Management Inc. | Temecula, CA | Dec 2019 - Current | 4 |
| Thrivent Financial | Appleton, WI | Dec 2019 - Current | 4 |
| Charles Schwab & Company, Inc. | Phoenix, AZ | Jan 2017 - Nov 2019 | 2 |
| Schwab Private Client Investment Advisory, Inc. | Phoenix, AZ | Dec 2016 - Jan 2017 | < 1 |
| Learnvest, Inc. | Scottsdale, AZ | Sep 2014 - Dec 2016 | 2 |
| The Vanguard Group, Inc. | Scottsdale, AZ | Sep 2010 - Sep 2014 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2017 |
- CA
- MT
- OK
- TX
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Total Assets Under Management14,814MILLIONS
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Total Number of Accounts42,439ACCOUNTS
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Average Account Value$349,060
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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