Chase Martin (CRD# 6435245) is an Investment Advisor Representative working at Commonwealth Financial Network in Verona, WI and has over 9 years of experience in the finance industry.
CRD# 4902024
Wismed Financial, Inc.
CRD# 5525772
Ameriprise Financial Services, LLC
CRD# 4582706
Trustage Investment Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wealth Strategies Of Wisconsin | Verona, WI | Sep 2018 - Current | 5 |
| Commonwealth Financial Network | Waltham, MA | Sep 2018 - Current | 5 |
| Commonwealth Financial Network | Waltham, MA | Jul 2016 - Sep 2018 | 2 |
| Wealth Strategies Of Wisconsin | Verona, WI | Jun 2016 - Sep 2018 | 2 |
| Fidelity | Westlake, TX | Jul 2015 - Apr 2016 | < 1 |
| Edward Jones | St Louis, MO | Jan 2015 - May 2015 | < 1 |
| University Wisconsin-whitewater | Whitewater, WI | Sep 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
- WI
-
Total Assets Under Management177,032MILLIONS
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Total Number of Accounts623,075ACCOUNTS
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Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, WY
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