Martin
Link
Blue Water Wealth
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About this Advisor
Martin Link is a financial advisor who works in Seattle, Washington with 1 year of industry experience. Link is currently employed by Blue Water Wealth. Their career trajectory has included roles at Blue Water Wealth and Kathleen M. Kendziorski, CFP®. Link has a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Texas and Washington. Blue Water Wealth is an advisory business operating out of Portland, OR. The company has a total of 17 financial advisors. It oversees $233 million in total assets between its 939 client accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. The firm advises one charitable organizations. Of its 939 client accounts, 40% belong to high-net-worth clients who have more than $1 million in assets available to invest. The business has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial management fees largely vary depending on which services the firm provides the client. Fee types billed by Blue Water Wealth can consist of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Blue Water Wealth Brokerage Details
$233,232,890
17
939
$248,384
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Martin Link Work History
Martin has been registered as a financial advisor for 1 years.*
Blue Water Wealth
Kathleen M. Kendziorski, CFP®
*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 Link 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 Blue Water Wealth
Portland, OR
Portland, OR
Seattle, WA
Portland, OR
Portland, OR
Portland, OR
Portland, OR
Portland, OR
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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.
