Maria Martin (CRD# 7146779) is an Investment Advisor Representative working at Gentry Private Wealth in Wichita, KS and has over 2 years of experience in the finance industry. Maria 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# 6242646
Equitable Advisors, LLC
CRD# 5858361
American Independent Securities Group, LLC
CRD# 4001851
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gentry Private Wealth, LLC | Wichita, KS | Oct 2022 - Current | 1 |
| V Wealth Advisors LLC | Wichita, KS | Jun 2021 - Dec 2022 | 1 |
| Student | Mcpherson, KS | Jun 2011 - May 2021 | 9 |
| Kansas State University | Manhattan, KS | Oct 2019 - Dec 2020 | 1 |
| Rise Private Wealth Management | Mcpherson, KS | Apr 2020 - Aug 2020 | < 1 |
| Peoples Bank And Trust Company | Mcpherson, KS | Jun 2018 - Aug 2019 | 1 |
| Mcpherson Water Park | Mcpherson, KS | Jun 2014 - Aug 2018 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2021 |
- KS
-
Total Assets Under Management222MILLIONS
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Total Number of Accounts756ACCOUNTS
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Average Account Value$294,142
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, KS, NE, TX
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