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Martin M Bender

Northwest Asset Management

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About Martin M Bender

Martin Bender is a financial advisor with Northwest Asset Management. Martin is a Certified Financial Planner and holds licenses in AZ, TX, and WA. He has been working in the financial industry since 1997 and has experience with a variety of client types, including individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans. Martin's specializations include: investment advisory services, financial planning, retirement planning, and estate planning.

Firm Information

Martin Bender is currently registered with Northwest Asset Management. Northwest Asset Management is a registered investment advisor based in Mercer Island, WA with $3,271,377,063 in regulatory assets under management. The firm offers financial planning, pension consulting, educational seminars, and portfolio management for individuals. They also provide tax preparation services and have a wrap fee program. Northwest Asset Management serves individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, and other clients.
Northwest Asset Management

2835 82ND AVENUE SE

MERCER ISLAND, WA 98040

$3.27B

Assets Under Management

17

Total Clients

56

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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tax preparation

Tax preparation

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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Martin Bender’s Registration & Firm History

AZ

09/06/2018 - Present

Northwest Asset Management (GILBERT AZ)

AZ

10/01/2012 - 12/07/2016

ACCELERATED CAPITAL GROUP (Scottsdale AZ)

AZ

06/20/1997 - 08/30/2012

FIDELITY BROKERAGE SERVICES LLC (CHANDLER AZ)

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Licenses & Designations

BOTH

Issued 10/09/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/07/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/19/1997

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Martin M Bender.
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