Jeff MartinCRD Number: 1435507
Current Firm: Waddell & Reed
Compensation Model: Fee Only
Cambridge Investment Research Advisors, Inc.
Legacy Financial Strategies, LLC
Eagle Strategies LLC
|Top Of The Tower Inc.||Topeka, KS||Apr 2015 - Current||3|
|Topeka Blues Society||Topeka, KS||Sep 2014 - Current||3|
|Various Insurance Carriers||Topeka, KS||Feb 2002 - Current||16|
|Waddell & Reed, Inc.||Topeka, KS||May 2001 - Current||16|
|Waddell & Reed, Inc||Topeka, KS||May 2001 - Current||16|
|Sales & Marketing Executives Of Topeka||Topeka, KS||Apr 2012 - Jul 2015||3|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 1985|
|S6||Investment Company and Variable Contracts Products Representative Examination (IR)||Mar 1986|
|S26||Investment Company and Variable Contracts Products Principal Examination (IP)||Feb 1992|
|S65||NASAA Investment Advisors Law Examination||Dec 1999|
|S7||General Securities Representative Examination (GS)||Oct 2000|
|S24||General Securities Principal Examination (GP)||Aug 2001|
|S66||NASAA Uniform Combined State Law Examination||Oct 2001|
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:
- Employer Dispute
- Customer Dispute
Total Assets Under Management19,057MILLIONS
Total Number of Accounts153,035ACCOUNTS
Average Account Value$124,526
- 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, WY
Securities and Investment Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, Member FINRA/SIPC and a Federally Registered Investment Advisor.
Insurance products are offered through insurance companies/agencies with which Waddell & Reed has sales arrangements.
Investment and Insurance products offered through Waddell & Reed, Inc.: Not FDIC/NCUA Insured • No Bank Guarantee • May Lose Value
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.