Michael Martin
Michael Martin is a registered investment advisor at Independent Financial Group, LLC, based in Rice Lake, WI, with 29 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 44,045 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFG offers investment management through various programs, including AccessPoint, Custom Asset Management, and Third Party Asset Managers. Fees are based on a percentage of the value of your account and are negotiable. Transaction charges may also apply. The maximum advisory fee is 3.00% per year. IFG and its IARs may receive additional compensation from product sponsors, which creates a conflict of interest.
Location
610 W. Knapp Street, Rice Lake, WI, 54868
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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
Michael is an insurance agent selling funeral trust insurance since 2020, dedicating minimal time to this activity. He also uses "Martin Financial Services" as a DBA for marketing purposes as an IAR and registered representative.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Sii Investments, INC.Broker
Sii Investments, INC.
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
LPL Financial CorporationBroker
Aal Capital Management CorporationBroker
State Registrations2 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.