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Julie D Martinez

BSW Wealth Partners

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About Julie D Martinez

Julie Martinez is a financial advisor with BSW Wealth Partners. Julie has been in the financial services industry since 2013. Julie is registered with the state of Colorado and holds a Series 63 and Series 6 licenses. Julie also holds a Certified Financial Planner designation. Julie's experience at LPL Financial LLC and Purple Wealth, LLC led her to BSW Wealth Partners where Julie currently serves as a financial advisor. Julie helps individuals, families, and businesses with their financial planning needs.

Firm Information

Julie Martinez is currently registered with BSW Wealth Partners. BSW Wealth Partners is an investment advisor registered with the SEC and based in Boulder, CO. The firm manages approximately $1 billion - $10 billion in assets and provides portfolio management for individuals, businesses, and pooled investment vehicles. They also offer financial planning and estate planning coordination services. The firm specializes in working with high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and corporations or other businesses.
BSW Wealth Partners

2300 BROADWAY STREET

BOULDER, CO 80304

$1.84B

Assets Under Management

Not reported

Total Clients

15

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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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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1. tax & estate planning coordination 2. diversification planning 3. employee stock options

1. tax & estate planning coordination 2. diversification planning 3. employee stock options

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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other

Travel reimbursement

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Julie Martinez’s Registration & Firm History

CO

08/18/2015 - Present

BSW Wealth Partners (BOULDER CO)

SD

03/01/2013 - 06/25/2015

LPL FINANCIAL LLC (RAPID CITY SD)

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Licenses & Designations

BC

Issued 02/28/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/25/2015

SIE - Securities Industry Essentials Examination

BC

Issued 02/28/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Julie D Martinez.
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