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Denise Martz

LPL Financial LLC
27 Years of Experience
Fort Collins, CO
Broker
View SEC Summary
View SEC Summary

Denise Martz is a CFP-designated registered investment advisor at LPL Financial LLC, based in Fort Collins, CO, with 27 years of industry experience. Denise is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Location

121 E Swallow Rd Unit 115, Fort Collins, CO, 80525

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Denise operates Martz Financial Services as a DBA for her LPL business, dedicating full-time hours. She also has Martz Holdings LLC, a business entity for tax/investment purposes only, requiring minimal time.

Employment History
Current Registrations
LPL Financial LLC
November 2017 - Present · 8 yrs 11 mos
LPL Financial LLCBroker
November 2017 - Present · 8 yrs 11 mos
Previous Registrations
Investment Centers of America, INC.
July 2007 - November 2017 · 10 yrs 4 mos
Investment Centers of America, INC.Broker
June 2007 - November 2017 · 10 yrs 5 mos
D.A. Davidson & CO.Broker
October 2004 - June 2007 · 2 yrs 8 mos
Primevest Financial Services, INC.Broker
May 2000 - November 2004 · 4 yrs 6 mos
Bisys Brokerage Services, INC.Broker
May 1999 - May 2000 · 1 yr
State Registrations24 states
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AdvisorBrokerBoth

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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