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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Larry Martin is a financial advisor with over 20 years of experience in the industry. Michael currently works with Cetera Investment Advisers LLC and has been registered with them since June 2023. Michael has experience working with several other firms including U.S. BANCORP INVESTMENTS, INC., LPL FINANCIAL LLC, and Charles Schwab & Co., Inc. Michael is a Certified Financial Planner and holds Series 7, Series 31, Series 63, and Series 65 licenses. Michael is also a registered Investment Advisor in South Dakota and Texas. Michael has extensive experience in financial planning, portfolio management for individuals and businesses, and pension consulting. Michael works with a wide range of clients, including high-net-worth individuals, families, businesses, and charitable organizations.
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.
A percentage of the total value of assets under management is charged.
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2
SD
06/29/2023 - Present
Cetera Investment Advisers LLC (RAPID CITY SD)
SD
08/30/2011 - 05/14/2019
U.S. BANCORP INVESTMENTS, INC. (RAPID CITY SD)
NM
09/18/2007 - 09/13/2011
LPL FINANCIAL LLC (ALBUQUERQUE NM)
UT
01/05/2007 - 09/12/2007
XCU CAPITAL CORPORATION, INC. (WEST JORDAN UT)
UT
04/30/2004 - 12/20/2006
H&R BLOCK FINANCIAL ADVISORS, INC. (SALT LAKE CITY UT)
TX
03/25/2000 - 07/24/2003
CHARLES SCHWAB & CO., INC. (WESTLAKE TX)
IA
Issued 05/12/2006
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/31/2000
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/23/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 03/14/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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