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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Denise? Claim Your ProfileDenise Martz is a financial advisor with LPL Financial LLC. Denise has been working in the financial industry since 1999, starting at BISYS Brokerage Services, Inc.. Denise is a Certified Financial Planner™ and holds the Series 63, 66, 7 and 31 licenses. Denise has extensive experience in portfolio management for individuals and businesses and provides financial planning services. Denise has 22 state registrations and two investment advisor registrations across various states. Denise currently manages accounts with assets over $50 billion and has over 1,900,000 total accounts.
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.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
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.
Consulting and other non-discretionary advisory services
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.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
CO
08/19/2021 - Present
LPL Financial LLC (FORT COLLINS CO)
CO
06/07/2007 - 11/29/2017
INVESTMENT CENTERS OF AMERICA, INC. (FORT COLLINS CO)
CO
10/29/2004 - 06/20/2007
D.A. DAVIDSON & CO. (FORT COLLINS CO)
MN
05/10/2000 - 11/02/2004
PRIMEVEST FINANCIAL SERVICES, INC. (ST. CLOUD MN)
MN
05/14/1999 - 05/10/2000
BISYS BROKERAGE SERVICES, INC. (ST. CLOUD MN)
BOTH
Issued 05/20/2010
Series 66 - Uniform Combined State Law Examination
BC
Issued 06/11/1999
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 01/20/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 05/13/1999
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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