William Gerald Martin

Employer firm

Earned Wealth Advisors, LLC CRD 108052

$3.11B regulatory AUM 20 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 07/2011 → 11/2021
  Intrust Bank
  Wichita, KS
• 11/2021 → 01/2025
  Noho Financial, Inc.
  New York, NY
• 01/2025 → Present
  Earned Wealth Advisors, Llc
  Wichita, KS

Previous Registrations

• 2022-08-24 → 2025-01-29
  Earned Wealth
  Wichita, KS
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-06
• S63 Uniform Securities Agent State Law Examination
  1991-08-20

Designations

• Chartered Financial Analyst

Other Names

• Bill Martin
• William Gerald (Iii) Martin
• William Gerald (Iii) Martin