Michael Joseph Martinez

Employer firm

Llg Wealth Management CRD 289348

$6.96M regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 06/2017
  Ameriprise Financial Services, Inc.
  Diamond Bar, CA
• 07/2017 → Present
  Llg Wealth Management
  Diamond Bar, CA
• 01/2008 → Present
  Document Protection Service
  Walnut, CA

Previous Registrations

• 2012-04-09 → 2017-06-05
  Ameriprise Financial Services, Llc
  Diamond Bar, CA

Other Businesses

BUSINESS OWNERSHIP:DOCUMENT PROTECTION SERVICE,OWNER,DOCUMENT SCANNING AND ONLINE STORAGE,INC:$3,000 TO $3,999,HRS:1-9. SELF-PUBLISHED AUTHOR: START DATE:05/2026;DEVOTE 10 HOURS PER MONTH WITH 0 HOURS DURING SECURITIES TRADING HOURS. THE CONTENT IS STRICTLY EDUCATIONAL WITH NON-FINANCIAL GENERATIONAL WEALTH TOPICS AND DOES NOT CONTAIN INVESTMENT RECOMMENDATIONS, SPECIFIC STOCK ANALYSIS, OR FINANCIAL PLANNING ADVICE.

Exams

• S66 Uniform Combined State Law Examination
  2012-04-06
• S63 Uniform Securities Agent State Law Examination
  1997-10-01

Designations

• Certified Financial Planner