Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dylan? Claim Your ProfileDylan Wade Martin is a financial advisor with The Fiduciary Alliance. Dylan has been in the financial services industry for over 10 years. Dylan is a Certified Financial Planner™ professional and holds the Series 66, Series 7 and SIE licenses. Dylan has experience working with individuals, families, and businesses. Dylan specializes in retirement planning, college savings, and investment management. Dylan's previous experience includes working with Northwestern Mutual Investment Services, LLC and Thrivent Investment Management Inc.
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.
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.
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.
Fees calculated based on the performance of your investments relative to a benchmark.
1
2
ID
06/17/2024 - Present
THE Fiduciary Alliance (TWIN FALLS ID)
ID
10/31/2022 - 05/31/2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (TWIN FALLS ID)
ID
11/01/2021 - 10/14/2022
THRIVENT INVESTMENT MANAGEMENT INC. (Twin Falls ID)
BOTH
Issued 11/19/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 11/01/2021
Series 7TO - General Securities Representative Examination
BC
Issued 02/21/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
Not sure Dylan Martin is the right advisor for you? Invested Better is here to help.
