Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Martin? Claim Your ProfileMartin Fahler is a financial advisor with LPL Financial LLC. Martin has been in the financial industry since March 14, 2000, and is registered to offer securities and investment advisory services in multiple states. Prior to joining LPL Financial LLC, Martin was an investment advisor at SII INVESTMENTS, INC. and Packerland Brokerage Services, Inc., and has held previous positions at Coordinated Capital Securities, Inc. and Edward Jones. Martin holds the Series 7, Series 63, and SIE licenses. Martin provides financial planning services, portfolio management for businesses and individuals, and offers consulting and other non-discretionary advisory services.
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.
Consulting and other non-discretionary advisory services
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.
1
2
WI
02/14/2018 - Present
LPL Financial LLC (GERMANTOWN WI)
WI
10/21/2015 - 02/14/2018
SII INVESTMENTS, INC. (GERMANTOWN WI)
WI
10/09/2014 - 10/01/2015
LPL FINANCIAL LLC (GERMANTOWN WI)
WI
07/06/2004 - 10/10/2014
PACKERLAND BROKERAGE SERVICES, INC. (GERMANTOWN WI)
WI
05/01/2003 - 07/06/2004
COORDINATED CAPITAL SECURITIES, INC. (FORT ATKINSON WI)
MO
03/14/2000 - 02/13/2003
EDWARD JONES (ST. LOUIS MO)
BC
Issued 03/15/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/13/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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