Denise Ione Martz

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

• 06/2007 → 11/2017
  Investment Centers Of America, Inc.
  Fort Collins, CO
• 11/2017 → Present
  Lpl Financial Llc
  Fort Collins, CO

Previous Registrations

• 2007-07-30 → 2017-11-29
  Investment Centers Of America, Inc.
  Greeley, CO
  Fort Collins, CO
  Appleton, WI

Other Businesses

1. 11/29/2017 - MARTZ FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 2014 - Time Spent 100%. 2. 01/10/2022 - Martz Holdings LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 08/09/2021 - 0 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2010-05-20
• S63 Uniform Securities Agent State Law Examination
  1999-06-11

Designations

• Certified Financial Planner

Other Names

• Denise Ione Martz