Mark Stephen Martel

Current Employers

Employment History

• 01/1991 → 12/2018
  Kms Financial Services, Inc.
  Seattle, WA
• 08/2018 → Present
  Martel Wealth Advisors Inc.
  Vancouver, WA

Previous Registrations

• 2000-11-17 → 2018-12-31
  Kms Financial Services, Inc.
  Seattle, WA
  Vancouver, WA
  Vancouver, WA

Other Businesses

1-10: CSOC, LLC (START DATE= 08/2008 - PRESENT); CSOC101, LLC (START DATE=04/2020 TO PRESENT), CSOC200, LLC (START DATE=10/2022 TO PRESENT), J&A PROPERTIES, LLC( START DATE=10/2001 TO PRESENT); TIDEWATER COVE MARINA, LLC(START DATE=11/2013 TO PRESENT); WALNUT TREE CENTER, LLC (START DATE= 04/2018); WALNUT TREE INVESTMENT, LLC (START DATE=02/2018 TO PRESENT); TEN PEAKS RANCH, LLC (START DATE= 11/2020 TO PRESENT); THE PINES RANCH LLC (START DATE - 7/25 TO PRESENT); THE MARJORIE, LLC (START DATE= 7/2025) - NON INVESTMENT-RELATED - 2001 SE COLUMBIA RIVER DRIVE SUITE 100 VANCOUVER, WA - REAL ESTATE AND PROPERTY LLCS - MANAGING MEMBER - PROPERTY OWNER - 1998 - 1 HR/MO, NONE DURING TRADING. 11.PEACE HEALTH SW MEDICAL CENTER FOUNDATION: START DATE=07/2019 TO PRESENT; NON-INVESTMENT RELATED; NON PROFIT FOUNDATION BOARD MEMBER; PO BOX 1600, VANCOUVER, WA, 98668, 12. VARIOUS INSURANCE - NON-INVESTMENT RELATED - SAME ADDRESS - INSURANCE SALES - AGENT - 1985 - LESS THAN 1 HR/MO - NONE DURING TRADING - TERM AND OTHER INSURANCE PRODUCT SALES

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-12-04
• S63 Uniform Securities Agent State Law Examination
  1982-11-16

Designations