Jeff MartinCRD Number: 1435507
Current Firm: Waddell & Reed
Compensation Model: Fee Only
Legacy Financial Strategies, LLC
Eagle Strategies LLC
Waddell & Reed
|Top Of The Tower Inc.||Topeka, KS||Apr 2015 - Current||1|
|Topeka Blues Society||Topeka, KS||Sep 2014 - Current||2|
|Various Insurance Carriers||Topeka, KS||Feb 2002 - Current||15|
|Waddell & Reed, Inc.||Topeka, KS||May 2001 - Current||15|
|Waddell & Reed, Inc||Topeka, KS||May 2001 - Current||15|
|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 Management18,309MILLIONS
Total Number of Accounts149,599ACCOUNTS
Average Account Value$122,387
- 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
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
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