Lenny Ray Martinez

Employer firm

Simplicity Wealth CRD 300572

$4.27B regulatory AUM 26 advisory clients

Reported services (Item 5G)

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

• 01/2010 → Present
  Futurenvest Consulting
  Dallas, TX
• 09/2016 → 02/2018
  Secure Investment Management
  Tucson, AZ
• 09/2016 → 02/2017
  Jd Mellberg Financial, Texas
  Tucson, AZ
• 06/2016 → 02/2018
  Armone Insurance
  Dallas, TX
• 02/2018 → 03/2024
  Brokers International Financial Services, Llc
  Dallas, TX
• 01/2000 → Present
  Lrm Retirement
  Plano, TX
• 03/2024 → Present
  Simplicity Wealth
  Summit, NJ

Previous Registrations

• 2018-02-08 → 2024-03-14
  Integrity Alliance, Llc.
  Dallas, TX
  Urbandale, IA
• 2016-09-28 → 2018-03-28
  Secure Investment Management, Llc
  Dallas, TX
  Tucson, AZ
• 2014-09-04 → 2016-08-12
  Rothschild Wealth Llc
  Dallas, TX
  Oakbrook, IL

Other Businesses

LRM Retirement - Investment Related - Address; 4000 Kerr Cir Farmers Branch TX 75244 United States - Nature of business; Insurance Agency - Your position; Independent Insurance Agent - Start date; 01/01/2000 - approximate number of hours/month you devote to the other business; 20 - Hours per month devoted to business outside trading hours; 10 - Describe your duties relating to the other business; Insurance sales to clients. Lenny Ray Martinez- Independent Insurance Agent- Investment Related - Address; 4000 Kerr Cir Farmers Branch TX 75244 United States - Nature of business; Registered Insurance Agent - Start date; 01/01/2000 - approximate number of hours/month you devote to the other business; 20 - Hours per month devoted to business outside trading hours; 10 - Describe your duties relating to the other business; Insurance sales to clients. Futurenvest Consulting, Inc., - Non-investment related business - 3010 LBJ Freeway, Suite 1200 Dallas, TX. 75234 - Insurance Agency - President - Start Date - 01/2010 - Present - 160 hours per month and during trading hours. Association of Financial Educators, Not securities related - 700 Lavaca STE 1400, Auston, TX 78701; 20 hours per month/20 during trading hours; Workshop Presenter - Present financial wellness to corporate employees; started 04/2019; $0 income.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-07-01

Other Names

• Len R Martinez
• Lenny R Martinez