Emily
Martin

Interactive Financial Advisors

CRD#4006839
Investment Advisor
in Bloomington, IL

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About this Advisor

Emily Martin is a financial advisor based in Bloomington, Illinois, working with Interactive Financial Advisors. Emily has previously held positions at Hank Smith Agency, Interactive Financial Advisors, Purple Martin Financial, Fortune Financial Services, and Brooklight Place Securities, Inc. Emily has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Illinois. Currently, Emily is part of Interactive Financial Advisors, which operates out of Bloomington, Illinois. The firm has 21 offices and 36 employees. The firm manages assets totaling $284.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Interactive Financial Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2302 E. Oakland Ave Suite 3
Bloomington, IL 61701

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Interactive Financial Advisors Brokerage Details

Total Assets Under Management

$284,940,831

IL Average: $6,674,516,078
Total Number of Employees

36

IL Average: 44
Total Number of Accounts

3,152

IL Average: 2,564
Average Account Size

$90,400

IL Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Emily Martin Work History

2020 - Present (4 years)

Fortune Financial Services

2019 - Present (5 years)

Purple Martin Financial

2016 - Present (8 years)

Interactive Financial Advisors

2010 - 2020 (10 years)

Brooklight Place Securities, Inc

2009 - 2019 (10 years)

Hank Smith Agency

Disclosures

Please visit the SEC profile of Emily Martin 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 Interactive Financial Advisors

Olga Kramarenko
Kill Devil Hills, NC
Marcus Bauman
Newport News, VA
Nathan Becker
Onalaska, WI
Brett Simms
Chicago, IL
Brent Leavitt
Great Falls, MT
Dennis Wesel
New Lenox, IL
William Mullins
Heathsville, VA
Brigid Toothman
El Reno, OK

The content in this profile was updated by SmartAsset on 6/19/2024. 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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