Martin
Kerns
Pensionmark Financial Group, LLC
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About this Advisor
Martin Kerns is a financial advisor operating in Houston, Texas, who has 7 years of industry experience. Kerns is currently employed by Pensionmark Financial Group, LLC. Over the course of their career, Kerns has held roles at Pensionmark Financial Group, LLC, Icon Wealth Partners, LLC, Icon Wealth Advisors, LLC and Kerns Capital Management, Inc. Kerns maintains a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Texas. Pensionmark Financial Group, LLC is a firm that has its headquarters in Santa Barbara, CA. It has offices in 59 locations and a total of 244 advisors. It administers $27 billion in total assets among its 7,380 accounts, making it one of the largest investment advisory firms in the country by assets under management. The firm serves 142 charitable organizations. Of its 7,380 customer accounts, just 4% are associated with high-net-worth clients who have greater than $1 million in assets. Pensionmark Financial Group, LLC offers a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees for financial management largely are based on which services are offered. Fee types charged by Pensionmark Financial Group, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Martin Kerns Work History
Martin has been registered as a financial advisor for 7 years.*
Icon Wealth Advisors, LLC
Pensionmark Financial Group, LLC
Kerns Capital Management, Inc
Icon Wealth Partners, LLC
*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 Martin Kerns 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 Pensionmark Financial Group, LLC
San Antonio, TX
Saint Petersburg, FL
Brentwood, TN
San Mateo, CA
South Burlington, VT
Fort Mill, SC
Santa Barbara, CA
Madison, WI
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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