Martin Volin

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

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

Current Employers

Employment History

• 10/2011 → 10/2020
  First National Capital Markets
  Omaha, NE
• 10/2020 → 03/2021
  Gwfs Equities, Inc
  Greenwood Village, CO
• 03/2021 → 06/2025
  Edward Jones
  St. Louis, MO
• 06/2025 → Present
  Lpl Financial Llc
  Denver, CO

Previous Registrations

• 2021-03-15 → 2025-06-13
  Edward Jones
  Denver, CO
  St Louis, MO
  Denver, CO
  Greenwood Village, CO
• 2020-11-24 → 2021-03-16
  Empower Advisory Group, Llc
  Greenwood Village, CO
• 2011-11-10 → 2015-10-14
  First National Capital Markets
  Omaha, NE
  Fort Collins, CO
• 2010-09-01 → 2011-10-26
  Clearbridge Investments, Llc
  New York, NY
• 2009-09-16 → 2010-08-23
  Td Ameritrade, Inc.
  New York, NY
• 2009-09-16 → 2010-08-23
  Td Ameritrade Investment Management, Llc
  New York, NY

Other Businesses

1. Start Date : 6/12/2025 - Integrity Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - Denver CO 80237 - 160 Hrs/Mth - 8 Hrs During Trading - Time Spent: 100. 2. Start Date : 05/16/2025 - Volin Investment Advisory, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Denver CO 80237 - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0. 3. Start Date : 01/08/2021 - N/A - Real Estate Rental - Investment Related - Denver CO 80237 - 0 Hrs/Mth - 0 Hrs During Trading - Time Spent: 0.

Exams

• S66 Uniform Combined State Law Examination
  2020-11-20
• S63 Uniform Securities Agent State Law Examination
  2002-04-17

Other Names

• Marty Volin
• Martin Miles Volin
• Martin M Volin