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CFP

Brian Martin

Strategic Wealth Partners, LTD.
34 Years of Experience
Indianapolis, IN
1 DisclosureSells Insurance
View SEC Summary
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Brian Martin is a CFP-designated registered investment advisor at Strategic Wealth Partners, LTD., based in Indianapolis, IN, with 34 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 3,674 clients with $1.6B in assets under management.

Strategic Wealth Partners, LTD.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
21 advisors
Number of Clients
3,674 clients
Average Client Portfolio
$448K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Annual fees range from 0.20% to 2.00% depending on account size and complexity, using a declining tiered schedule. Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

Indianapolis, IN

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
June 2016
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Brian is an advisor with Cambridge Financial Consultants, LLC, selling life insurance and annuities, dedicating a few hours per week. He is also an owner/advisor with Cambridge Financial Consultants, LLC, providing investment advisory services, spending nearly full-time on this activity.

Employment History
Current Registrations
Strategic Wealth Partners, LTD.
September 2023 - Present · 3 yrs 1 mo
Previous Registrations
Securities America, INC.Broker
December 2015 - September 2023 · 7 yrs 9 mos
Securities America Advisors, INC.
December 2015 - September 2023 · 7 yrs 9 mos
Cfg Wealth Management Services INC
October 2015 - December 2015 · 2 mos
1st Global Capital CORP.Broker
October 2004 - July 2015 · 10 yrs 9 mos
1st Global Advisors INC
October 2004 - July 2015 · 10 yrs 9 mos
Lincoln Financial Advisors Corporation
February 2001 - October 2004 · 3 yrs 8 mos
Lincoln Financial Advisors CorporationBroker
February 2001 - October 2004 · 3 yrs 8 mos
The Lincoln National Life Insurance CompanyBroker
February 2001 - October 2004 · 3 yrs 8 mos
Park Avenue Securities LLCBroker
May 1999 - February 2001 · 1 yr 9 mos
Guardian Investor Services CorporationBroker
April 1996 - May 1999 · 3 yrs 1 mo
Delta Equity Services CorporationBroker
May 1995 - November 1995 · 6 mos
Foundation Investors Securities CORP.Broker
September 1994 - May 1995 · 8 mos
Laughlin Group Advisors, INC.Broker
November 1993 - September 1994 · 10 mos
Financial Network Investment CorporationBroker
May 1993 - November 1993 · 6 mos
Lincoln Financial Advisors CorporationBroker
April 1992 - April 1993 · 1 yr
The Lincoln National Life Insurance CompanyBroker
April 1992 - April 1993 · 1 yr
Garco Equity Sales, INC.Broker
October 1991 - February 1992 · 4 mos
Marketing One Securities, INC.Broker
May 1989 - September 1990 · 1 yr 4 mos
John Hancock Distributors, INC.Broker
March 1989 - June 1989 · 3 mos
John Hancock Mutual Life Insurance CompanyBroker
March 1989 - June 1989 · 3 mos
State Registrations2 states
INNE
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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