Courtney Martineau, financial advisor Wayzata MN
89 score

Courtney Martineau

CRD Number: 6039376
Current Firm: Ubs Financial Services Inc.

Courtney Martineau (CRD# 6039376) is an Investment Advisor Representative working at Ubs Financial Services Inc. in Wayzata, MN and has over 2 years of experience in the finance industry.

Similar Advisors
Timothy Brown, financial advisor Wayzata MN
Timothy B. Brown
CRD# 2665369
Brown Wealth Management, LLC
Score
103
Similar Advisors
Phillip Christenson, financial advisor Wayzata MN
Phillip R. Christenson
CRD# 5082883
Phillip James Financial Company
Score
103
Similar Advisors
Eric Hutchens, financial advisor Wayzata MN
Eric J. Hutchens
CRD# 4207178
Allodium Investment Consultants, LLC
Score
103
Company Name Location Dates Years
Ubs Financial Services Inc. Wayzata, MN Mar 2015 - Current 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Minneapolis, MN Mar 2012 - Mar 2015 3
Zero Chaos Wayzata, MN Aug 2011 - Mar 2012 < 1
Trustone Financial Maple Grove, MN Jun 2011 - Aug 2011 < 1
Cub Foods Champlin, MN Apr 2005 - Aug 2011 6
The Marketplace St. Michael, MN Jun 2010 - Jun 2011 1
The Spectrum Fargo, ND Dec 2009 - May 2010 < 1
Hornbacher's Fargo, ND Aug 2008 - May 2010 1
North Dakota State University Fargo, ND Aug 2008 - May 2010 1
St. Cloud State University St. Cloud, MN Aug 2006 - May 2008 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2014
S63 Uniform Securities State Law Examination Jan 2014
Contact Info for Courtney L. Martineau
Phone Number: 201-352-3000
Registered State(s):
  • MN
  • TX
By the Numbers
  • Total Assets Under Management
    358,253
    MILLIONS
  • Total Number of Accounts
    860,383
    ACCOUNTS
  • Average Account Value
    $416,388
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, 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, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Ready to hire a financial advisor? Get competitive proposals from Courtney Martineau and other advisors.
BADGES
89
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

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.