Martin Welzmuller
Martin Welzmuller is a CFP-designated registered investment advisor at Stifel, Nicolaus & Company, Incorporated, based in Succasunna, NJ, with 29 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 222,322 clients with $170B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Clients in the Vision Program pay an annual fee of up to 1.2% of the value of their account. This fee covers account reporting, investment advisory services, compensation to the Financial Advisor, and Pontera. The fee is negotiable. This fee does not include embedded fees and expenses associated with the investment options within the plan.
Location
15 Commerce Blvd., 275 Rt 10 East, Suite #209, Succasunna, NJ, 07876
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2023Customer Dispute
November 2008Other Business Activities
Martin volunteers for friends running for the Mount Olive Board of Education, is a board member for Theta Zeta Corp, and is the Vice-Chairman for Beyond Baptism charitable fund Inc. He is also the Vice President of the Mount Olive Republican Club.
Employment History
Current Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
RBC Capital Markets, LLCBroker
RBC Capital Markets, LLC
J. B. Hanauer & CO.
J. B. Hanauer & CO.Broker
Ryan Beck & CO.
Ryan Beck & CO.Broker
State Registrations24 states
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.