Kenneth
Martinson
Consolidated Portfolio Review Corp
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About this Advisor
Kenneth Martinson is a financial advisor working out of Walnut Creek, California who has 3 years of relevant experience. Martinson is an advisor for Consolidated Portfolio Review Corp. Throughout their career, they have worked at Kms Financial Services, Inc, Financial Resources, Inc, Vanderbilt Securities, LLC and Consolidated Portfolio Review Corp. Martinson has Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to operate in Alaska and California. Consolidated Portfolio Review Corp is an advisory company based in Woodbury, NY. The company has offices in 16 locations and a total of 33 financial advisors. It controls $738 million in total assets among its 3,377 accounts, making it one of the bigger investment advisory firms in the nation by assets under management. Of its 3,377 customer accounts, just 6% belong to high-net-worth investors who have more than $1 million in investable assets. Consolidated Portfolio Review Corp has a broad set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. Fees charged by financial advisors depend on which services the firm provides the client. Fees charged by Consolidated Portfolio Review Corp likely include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Consolidated Portfolio Review Corp Brokerage Details
$738,280,955
33
3,377
$218,620
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Kenneth Martinson Work History
Kenneth has been registered as a financial advisor for 3 years.*
Vanderbilt Securities, LLC
Consolidated Portfolio Review Corp
Financial Resources, Inc
Kms Financial Services, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kenneth Martinson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Consolidated Portfolio Review Corp
Manhattan, KS
Woodbury, NY
Woodbury, NY
Woodbury, NY
Woodbury, NY
Danville, CA
Portland, OR
Woodbury, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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