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Nathan Niels Faerber

Martinsen Wealth Management

Tempe, AZ

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Current Employers
Martinsen Wealth Management

7855 S. River Parkway Suite 201, Tempe, AZ 85284 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-03-20
  • AZ RA
    APPROVED
    Since 2026-03-20

Branch Locations

7855 S. River Parkway Suite 201, Tempe, AZ 85284 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Charles Schwab & Co., Inc. Scottsdale AZ 10/2013 06/2017
Charles Schwab Bank Scottsdale AZ 10/2013 05/2017
Schwab Private Client Investment Advisory, Inc. Phoenix AZ 06/2017 03/2020
Trajan Wealth, L.L.C. Scottsdale AZ 04/2021 03/2026
Amerifirst Financial, Inc. Gilbert AZ 08/2010 04/2021
Martinsen Wealth Management Tempe AZ 03/2026 Present
  • 10/2013 → 06/2017
    Scottsdale, AZ
  • 10/2013 → 05/2017
    Charles Schwab Bank
    Scottsdale, AZ
  • 06/2017 → 03/2020
    Schwab Private Client Investment Advisory, Inc.
    Phoenix, AZ
  • 04/2021 → 03/2026
    Scottsdale, AZ
  • 08/2010 → 04/2021
    Amerifirst Financial, Inc.
    Gilbert, AZ
  • 03/2026 → Present
    Tempe, AZ
Previous Registrations
  • 2021-04-16 → 2026-04-08
    Gilbert, AZ
    Scottsdale, AZ
  • 2017-06-02 → 2020-04-08
    Phoenix, AZ
  • 2013-10-23 → 2017-06-02
    Prescott, AZ
    Scottsdale, AZ
  • 2010-06-08 → 2013-09-26
    Usaa Financial Planning Services
    Phoenix, AZ
  • 2008-11-24 → 2010-05-24
    Tmd & Associates, Inc.
    Phoenix, AZ
  • 2008-08-21 → 2008-09-05
    Chase Investment Services Corp.
    Mesa, AZ
Other Businesses

INSURANCE SALES; INVESTMENT-RELATED; ARIZONA; INSURANCE AGENT; 2021; APPROX. 5 HRS/MO DURING TRADING HOURS; SALES OF VARIOUS INSURANCE PRODUCTS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-07-30
S63 Uniform Securities Agent State Law Examination 2003-10-23
  • S66 Uniform Combined State Law Examination
    2008-07-30
  • S63 Uniform Securities Agent State Law Examination
    2003-10-23
Designations
Other Names
  • Nathan Faerber
  • Nathan Niels Faerber

View on SEC IAPD

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