Martel Wealth Advisors Inc.

Martel Wealth Advisors Inc. (CRD# 296896) is a financial advisory firm headquartered in Vancouver, WA. They manage $1,079,411,522 in 2,662 accounts and serve the financial needs of clients across 12 states (or territories).

Current Firm Details
2001 Se Columbia River Drive, Ste 200, Vancouver, WA 98661
https://www.linkedin.com/company/martel-wealth-advisors-inc
By the Numbers
  • Total Assets Under Management
    1,079
    MILLION
  • Total Number of Accounts
    2,662
    ACCOUNTS
  • Average Account Value
    $405,489
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AZ, CA, FL, HI, ID, MT, NV, OR, TX, UT, WA

Financial Advisors at Martel Wealth Advisors Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Lloyd Caudle, financial advisor Vancouver WA
Lloyd G. Caudle
CRD#: 4689423
2001 Se Columbia River Drive, Ste 200, Vancouver, WA 98661

Lloyd Caudle (CRD# 4689423) is an Investment Advisor Representative working at Martel Wealth Advisors Inc. in Vancouver, WA and has over 20 years of experience in the finance industry.

2
Michele Madasz, financial advisor Vancouver WA
Michele M. Madasz
CRD#: 5104896
2001 Se Columbia River Drive, Ste 200, Vancouver, WA 98661

Michele Madasz (CRD# 5104896) is an Investment Advisor Representative working at Martel Wealth Advisors Inc. in Vancouver, WA and has over 15 years of experience in the finance industry.

3
Jason Martel, financial advisor Vancouver WA
Jason S. Martel
CRD#: 6577814
2001 Se Columbia River Drive, Ste 200, Vancouver, WA 98661

Jason Martel (CRD# 6577814) is an Investment Advisor Representative working at Martel Wealth Advisors Inc. in Vancouver, WA and has over 8 years of experience in the finance industry.

4
Mark Martel, financial advisor Vancouver WA
Mark S. Martel
CRD#: 1069926
2001 Se Columbia River Drive, Ste 200, Vancouver, WA 98661

Mark Martel (CRD# 1069926) is an Investment Advisor Representative working at Martel Wealth Advisors Inc. in Vancouver, WA and has over 41 years of experience in the finance industry.

5
Julie Scott, financial advisor Sequim WA
Julie D. Scott
CRD#: 4166927
Sequim, WA

Julie Scott (CRD# 4166927) is an Investment Advisor Representative working at Martel Wealth Advisors Inc. in Sequim, WA and has over 23 years of experience in the finance industry.

6
Ann Martel, financial advisor Vancouver WA
Ann L. Martel
CRD#: 6673995
2001 Se Columbia River Drive, Ste 200, Vancouver, WA 98661

Ann Martel (CRD# 6673995) is an Investment Advisor Representative working at Martel Wealth Advisors Inc. in Vancouver, WA and has over 7 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals