Christian
Martinez
Wela Financial Advisory
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About this Advisor
Christian Martinez is a financial advisor based in San Antonio, Texas, working with Wela Financial Advisory. Christian has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, The Washtub, Student, Andrew Stephens, Dustin Stephens, Brent Forrest & Associates, L.L.C, and Brent Forrest & Associates, LLC. Christian has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Christian is part of Wela Financial Advisory, which operates out of San Antonio, Texas. The firm has 6 employees and manages assets totaling $505.8 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars. The fee structure at Wela Financial Advisory includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wela Financial Advisory Brokerage Details
$505,807,555
6
1,454
$347,873
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Publication of periodicals or newsletters
- Educational seminars/workshops
Christian Martinez Work History
Brent Forrest & Associates, L.L.C
Brent Forrest & Associates, LLC
Northwestern Mutual Investment Services LLC
Andrew Stephens
Dustin Stephens
Northwestern Mutual Life Insurance Company
The Washtub
Student
Disclosures
Please visit the SEC profile of Christian Martinez 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 Wela Financial Advisory
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
San Antonio, TX
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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