Brian
Martin
Strategic Wealth Partners, LTD
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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
Services Offered
Fee Structure
Office Location
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Strategic Wealth Partners, LTD Brokerage Details
$1,083,606,865
23
3,107
$348,763
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
Strategic Wealth Partners LTD
N/A Unemployed
Securities America Inc
Securities America Advisors
1St Global Insurance Services
1St Global Capital Corp
1St Global Advisors, Inc
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
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Independence, OH
Fulton, MD
Independence, OH
Independence, OH
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