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Derek Jacob Martin

56 Capital Partners, Ltd.

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About Derek Jacob Martin

Derek Jacob Martin is a financial advisor with 56 Capital Partners, Ltd.. Derek has been working in the financial services industry since 2012. Derek is a CERTIFIED FINANCIAL PLANNER™ professional and a CHARTERED FINANCIAL CONSULTANT™ professional. Derek has a Series 3, SIE, Series 6, Series 7 and Series 66. Derek provides financial planning, pension consulting and portfolio management services to individuals and businesses. Derek also provides insurance services.

Firm Information

Derek Martin is currently registered with 56 Capital Partners, Ltd.. 56 Capital Partners, Ltd. is an investment advisory firm with 3 licensed agents and 3 investment adviser representatives. They have regulatory assets under management of $83,073,727 across 494 accounts. The firm offers financial planning, pension consulting, and portfolio management services for individuals. They primarily work with high-net-worth individuals and individuals other than high-net-worth individuals, managing $30,448,130 and $28,863,932 in assets respectively. They also work with pension and profit-sharing plans, managing $23,761,665 in assets.

$83.07M

Assets Under Management

4

Total Clients

2

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Derek Martin’s Registration & Firm History

CO

07/10/2024 - Present

56 Capital Partners, Ltd. (COLORADO SPRINGS CO)

CO

06/25/2012 - 12/05/2017

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (COLORADO SPGS CO)

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Licenses & Designations

BOTH

Issued 05/23/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 07/16/2012

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/09/2018

Series 3 - National Commodity Futures Examination

BC

Issued 12/05/2017

SIE - Securities Industry Essentials Examination

BC

Issued 10/17/2012

Series 7 - General Securities Representative Examination

BC

Issued 06/22/2012

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Derek Jacob Martin. Review regulatory record here.
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