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Therese Marie Martin

Martin Financial Management

Itasca, IL

CRD 1320511

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Employer firm

Martin Financial Management CRD 123097

$62.0M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Martin Financial Management

Itasca, IL • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2002-01-02
  • IL RA
    APPROVED
    Since 2002-01-02

Branch Locations

Itasca, IL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Martin Financial Management Llc Elk Grove Village IL 01/2002 Present
  • 01/2002 → Present
    Martin Financial Management Llc
    Elk Grove Village, IL
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-02-11
  • S63 Uniform Securities Agent State Law Examination
    1986-02-11
Designations
  • Certified Financial Planner
Other Names
  • Therese M Martin

View on SEC IAPD

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