Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Walter Martin is a financial advisor with over 40 years of experience in the industry. John is currently registered with Cambridge Investment Research Advisors, Inc. in Iowa and Texas. John has previously been associated with several firms, including Broker Dealer Financial Services Corp., VSR Financial Services, Inc., Securian Financial Services, Inc., Robert W. Baird & Co. Incorporated, Chambers Martin & Co., and Piper, Jaffray & Hopwood Incorporated. John offers a wide range of services to individuals, businesses, and institutions, including financial planning, investment management, and pension consulting.
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.
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.
Solicitation fees from 3rd party money managers
1
2
IA
10/20/2018 - Present
Cambridge Investment Research Advisors, Inc. (Des Moines IA)
IA
08/09/2016 - 10/20/2018
BROKER DEALER FINANCIAL SERVICES CORP. (DES MOINES IA)
IA
02/02/2007 - 08/10/2016
VSR FINANCIAL SERVICES, INC. (DES MOINES IA)
IA
04/29/2003 - 02/08/2007
SECURIAN FINANCIAL SERVICES, INC. (WEST DES MOINES IA)
WI
12/09/1999 - 05/02/2003
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
MI
03/01/1991 - 01/07/2000
CHAMBERS MARTIN & CO. (FARMINGTON MI)
MN
07/24/1980 - 02/22/1991
PIPER, JAFFRAY & HOPWOOD INCORPORATED (MINNEAPOLIS MN)
BOTH
Issued 05/05/2003
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/23/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/26/1991
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 11/11/1981
Series 5 - Interest Rate Options Examination
BC
Issued 07/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure John Martin is the right advisor for you? Invested Better is here to help.
