Jeff Martin, financial advisor Topeka KS

Jeff Martin

CRD Number: 1435507
Current Firm: Lpl Financial LLC
Compensation Model: Fee Only
Jeff Martin (CRD# 1435507) is an Investment Advisor Representative working at Waddell & Reed in Topeka, KS and has over 30 years of experience in the finance industry.
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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Topeka, KS Jul 2021 - Current 2
Arrowealth Financial LLC Topeka, KS Feb 2019 - Jul 2021 2
Sales & Marketing Executives Of Topeka Topeka, KS Apr 2012 - Jul 2021 9
Various Insurance Carriers For W & R Insurance Agencies Topeka, KS Feb 2002 - Jul 2021 19
Waddell & Reed, Inc. Topeka, KS May 2001 - Jul 2021 20
Topeka Blues Society Topeka, KS Sep 2014 - May 2021 6
C7j Inc. Topeka, KS Jan 2018 - May 2019 1
Top Of The Tower Inc. Topeka, KS Apr 2015 - Sep 2018 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1985
S65 NASAA Investment Advisors Law Examination Dec 1999
S66 NASAA Uniform Combined State Law Examination Oct 2001
Disclosure Information

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, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Jeff D. Martin
Phone Number: 704-733-3300
Advisor Website: http://www.topeka.wrfa.com/
Registered State(s):
  • KS
  • SC
  • TX
By the Numbers
  • Total Assets Under Management
    368,019
    MILLIONS
  • Total Number of Accounts
    1,688,501
    ACCOUNTS
  • Average Account Value
    $217,956
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Firm Disclaimer:

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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Data verified by both the advisor and the public regulatory data.

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