Martin Charles Terry

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

• 05/2011 → 10/2018
  Cfd Investments, Inc
  Kokomo, IN
• 05/2011 → 10/2018
  Creative Financial Designs
  Kokomo, IN
• 10/2018 → 05/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 10/2018 → Present
  Teachers Credit Union
  St John, IN
• 05/2022 → Present
  Lpl Financial Llc
  St. John, IN

Previous Registrations

• 2018-10-09 → 2022-05-18
  Cuna Brokerage Services, Inc.
  St. John, IN
  Valparaiso, IN
  Whiting, IN
• 2011-05-02 → 2018-10-05
  Creative Financial Designs, Inc.
  Crown Point, IN
  Kokomo, IN
• 2008-01-25 → 2011-05-04
  Wells Fargo Clearing Services, Llc
  Merrillville, IN

Other Businesses

1) 05/18/2022 TCU Wealth Management- Investment Related- At Reported Business Location(s)-DBA for LPL Business (entity for LPL business)- Institution Program Manager 2) 05/18/2022 - Teachers Credit Union- Investment Related - At Reported Business Location(s)- Financial Institution Duty - Financial Advisor - Start Date - 10/2018- 160 Hours Per Month/ 160 Hours During Securities Trading- Time Spent 100% 3) 05/18/2022 - Terry Family Lawn Mowing - Not Investment Related- Home Based - Other - Business Owner - Start Date- 06/2019 - 20 Hours Per Month/ 0 Hours During Securities Trading- Time Spent 1% 4) 12/16/2022 - Contrak Courier, Inc. - Not Investment Related - Home Based - Business Owner - Start Date: 01/02/2023 - 10 Hours Per Month/0 Hours During Securities Trading. 5) 05/10/2023 - Everwise Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023 6) 05/10/2023 - Everwise Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023 7) 05/10/2023 - Everwise Wealth Management, Retirement & Investment - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 5/21/2023

Exams

• S66 Uniform Combined State Law Examination
  2008-01-24
• S63 Uniform Securities Agent State Law Examination
  1999-03-31