Brian
Martin

Strategic Wealth Partners, LTD

CRD#1866868
Investment Advisor
in Indianapolis, IN

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About this Advisor

Brian Martin is a financial advisor based in Indianapolis, Indiana, working with Strategic Wealth Partners, LTD. Brian has previously held positions at 1St Global Capital Corp, 1St Global Advisors, Inc, 1St Global Insurance Services, N/A Unemployed, Securities America Inc, Securities America Advisors, and Strategic Wealth Partners LTD. Brian has passed the Series 63 regulatory exam and is registered to provide services in Indiana and Nebraska. Currently, Brian is part of Strategic Wealth Partners, LTD, which operates out of Indianapolis, Indiana. The firm has 12 offices and 23 employees. The firm manages assets totaling $1.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, and educational seminars. The fee structure at Strategic Wealth Partners, LTD includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Indianapolis, IN

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Strategic Wealth Partners, LTD Brokerage Details

Total Assets Under Management

$1,083,606,865

IN Average: $2,106,341,625
Total Number of Employees

23

IN Average: 34
Total Number of Accounts

3,107

IN Average: 1,972
Average Account Size

$348,763

IN Average: $1,068,125

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Brian Martin Work History

2023 - Present (1 year)

Strategic Wealth Partners LTD

2015 - 2015 (< 1 year)

N/A Unemployed

2015 - 2023 (8 years)

Securities America Inc

2015 - 2023 (8 years)

Securities America Advisors

2005 - 2015 (10 years)

1St Global Insurance Services

2004 - 2015 (11 years)

1St Global Capital Corp

2004 - 2015 (11 years)

1St Global Advisors, Inc

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Disclosures

Please visit the SEC profile of Brian 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 Strategic Wealth Partners, LTD

Robert Lambert
Independence, OH
Nathan Fischer
Independence, OH
Joseph Rudnicki
Independence, OH
Peter Brunton
Independence, OH
Ryan Murray
Independence, OH
Richard Eicheldinger
Independence, OH
Tasha Mauss
Independence, OH

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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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