Steven Michael Martinez

Employer firm

Kinetic Investment Management, Inc. CRD 283034

$451M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• 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

• 05/2026 → Present
  Kinetic Investment Management, Inc.
  Upland, CA
• 06/2010 → Present
  Steven Michael Financial Group
  Upland, CA
• 05/2016 → 01/2019
  Secure Investment Managment, Llc
  Tucson, AZ
• 05/2015 → 12/2018
  J.D. Mellberg Financial
  Tucson, AZ
• 02/2019 → 05/2026
  Regal Investment Advisors, Llc
  Kentwood, MI

Previous Registrations

• 2019-02-01 → 2026-05-19
  Regal Investment Advisors Llc
  Upland, CA
  Kentwood, MI
• 2016-05-09 → 2019-01-31
  Secure Investment Management, Llc
  Upland, CA
  Tucson, AZ
• 2015-06-16 → 2016-04-28
  Center Street Advisors, Inc.
  Upland, CA
  Nashville, TN
• 2014-01-27 → 2015-07-22
  Brookstone Wealth Advisors, Llc
  Upland, CA
• 2011-08-31 → 2013-03-20
  Prosperity Capital Advisors
  Upland, CA

Other Businesses

1) 06/2013 - PRESENT, STEVEN MICHAEL FINANCIAL GROUP, 1425 W. FOOTHILLS BLVD., Suite #125 UPLAND, CA 91786, CO-OWNER/INSURANCE SALES, HOURS DEDICATED: 40/WEEK (20/WEEK DURING TRADING HOURS).

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-02-02

Designations

• Certified Financial Planner

Other Names

• Steven Martinez