Michelle Lynne Martinez

Current Employers

Employment History

• 11/2014 → 09/2020
  Securities Service Network, Inc
  Gypsum, CO
• 11/2014 → 09/2020
  Ssn Advisory Inc
  Gypsum, CO
• 09/2020 → 06/2024
  Securities America, Inc.
  Gypsum, CO
• 09/2020 → 06/2024
  Securities America Advisors, Inc.
  Gypsum, CO
• 06/2024 → 07/2026
  Osaic Wealth, Inc.
  Gypsum, CO
• 07/2026 → Present
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 01/2023 → Present
  Rise Up Planning
  Edwards, CO
• 07/2026 → Present
  Rise Up Planning, Llc
  Gypsum, CO

Previous Registrations

• 2024-06-14 → 2026-07-23
  Osaic Wealth, Inc.
  Gypsum, CO
  Edwards, CO
• 2020-09-18 → 2024-06-14
  Securities America Advisors, Inc.
  Gypsum, CO
• 2014-11-12 → 2020-09-18
  Ssn Advisory, Inc.
  Gypsum, CO
• 2012-03-30 → 2014-11-11
  Voya Financial Advisors, Inc.
  Gypsum, CO
  Colorado Springs, CO
• 2012-01-06 → 2012-03-28
  Transamerica Financial Advisors, Llc
  Centennial, CO
• 2011-05-04 → 2012-01-06
  Investment Advisors International, Inc.
  Greenwood Village, CO
• 2009-01-28 → 2009-11-09
  Lpl Financial Llc
  Brookfield, WI

Other Businesses

1. Rise Up Planning. Investment-Related. At Registered Location. RIA. Owner/IAR. 05/2026. 160 hrs/month. 8 hrs during trading hrs. IAR. 2. Fixed Insurance. Investment-Related. At Registered Location. Fixed Insurance. Agent. 05/2026. 8 hrs/month. 8 hrs during trading hrs. Provide insurance advice based on the needs of clients.

Exams

• S66 Uniform Combined State Law Examination
  2006-07-31
• S63 Uniform Securities Agent State Law Examination
  1997-12-16

Designations

Other Names

• Michelle Lynne Gallagher