Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Barry? Claim Your ProfileBarry Martzahl is a financial advisor with over 37 years of experience in the industry. Barry is registered as a Registered Investment Advisor (RIA) in the state of Wisconsin. Barry is currently affiliated with Nicolet Wealth Management. Previously, Barry was employed with Morgan Stanley and Citigroup Global Markets Inc. Barry is a Certified Financial Planner and holds Series 3, 7, 63 and 65 securities licenses and the SIE exam.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
WI
10/06/2022 - Present
Nicolet Wealth Management (GREEN BAY WI)
WI
06/01/2009 - 08/18/2022
MORGAN STANLEY (Green Bay WI)
WI
07/31/1993 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (GREEN BAY WI)
NY
05/14/1988 - 07/31/1993
LEHMAN BROTHERS INC. (NEW YORK NY)
NA
03/20/1985 - 05/14/1988
E. F. HUTTON & COMPANY INC
IA
Issued 05/06/1992
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/1985
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/26/1985
Series 3 - National Commodity Futures Examination
BC
Issued 03/16/1985
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Barry Martzahl is the right advisor for you? Invested Better is here to help.
