Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Howard Maertz is a financial advisor with over 20 years of experience in the industry. Jonathan is currently registered with NFP Retirement Inc. in Illinois, Maryland, and Wisconsin. Jonathan holds the Series 6, 7, and 66 securities licenses as well as the SIE. Jonathan is also a licensed insurance agent in Wisconsin. Jonathan has previously been registered with WEALTHSPIRE CAPITAL, LLC, ROBERT W. BAIRD & CO. INCORPORATED, STRONG INVESTMENTS, INC. and SECURITY FIRST FINANCIAL, INC. Jonathan is committed to providing personalized financial advice to individuals, families and businesses. Jonathan specializes in retirement planning, 401(k) planning, and investment management.
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.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Research reports on 401(k) plans / diligence on investment lineups
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.
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CA
01/01/2025 - Present
NFP Retirement Inc. (ALISO VIEJO CA)
WI
02/02/2017 - 12/31/2019
WEALTHSPIRE CAPITAL, LLC (Milwaukee WI)
WI
06/02/2005 - 01/23/2017
ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)
WI
03/08/1996 - 03/16/2004
STRONG INVESTMENTS, INC. (MENOMONEE FALLS WI)
CA
11/25/1994 - 02/22/1996
SECURITY FIRST FINANCIAL, INC. (NEWPORT BEACH CA)
BOTH
Issued 04/03/2009
Series 66 - Uniform Combined State Law Examination
BC
Issued 03/19/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/11/2000
Series 7 - General Securities Representative Examination
BC
Issued 11/23/1994
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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