Michelle Martinez is a CFP-designated registered investment advisor, based in Edwards, CO, with 27 years of industry experience. Michelle is also registered as a broker, so some compensation may come from commissions on products sold.
Location
56 Edwards Village Blvd, Suite 219-8, Edwards, CO, 81632
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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
Michelle is a financial advisor and CFP with Cornerstone Insurance & Financial Group and Rise Up Planning, spending full-time hours at each. She also represents LegalShield, encouraging clients to consider their services for wills and powers of attorney.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Rise Up Planning, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
Ssn Advisory, INC.
Securities Service Network, LLCBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
Investment Advisors International, INC.
World Group Securities, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Woodbury Financial Services, INC.Broker
Strong Investments, INC.Broker
State Registrations12 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.
Exams
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