Kenneth Martinson is a registered investment advisor, based in Walnut Creek, CA, with 41 years of industry experience.
Location
190 N. Wiget Lane, Suite 125, Walnut Creek, CA, 94598
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth is a Managing Executive and Owner at Financial Resources Inc. since 1984, dedicating about half of his time, and a Principal at Martinson Stoller Advisors since 2013, dedicating about a quarter of his time; he also brokers variable annuity contracts as an individual insurance licensee since 1992, dedicating minimal time.
Employment History
Current Registrations
Consolidated Portfolio Review CORP
Vanderbilt Securities, LLCBroker
Previous Registrations
Kms Financial Services, INC
Kms Financial Services, INC.Broker
Aurora SecuritiesBroker
Royal Alliance Associates, INC.Broker
Financial Resources INC
Integrated Resources Equity CorporationBroker
State Registrations4 states
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