Martin Wissing
Martin Wissing is a registered investment advisor at Private Advisor Group, LLC, based in Louisville, KY, with 26 years of industry experience. Martin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 137,723 clients with $41B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Private Advisor Group offers investment management services where fees are based on a percentage of the value of your investments. The exact percentage is negotiable, up to a maximum of 2.00% per year, and is charged quarterly. Clients also pay brokerage commissions and transaction fees to the custodian. The firm may also charge a flat fee or an hourly fee for specific services.
Location
7212 Dixie Hwy, Louisville, KY, 40258
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2013Other Business Activities
Martin operates Wissing Wealth Management, LLC as a DBA for his LPL business and provides investment advisory services through Private Advisor Group. He also renovates and resells property, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
PNC InvestmentsBroker
PNC Investments
Hilliard Lyons Asset Management
J.J.B. Hilliard, W.L. Lyons, INC.Broker
PNC Brokerage CORPBroker
Morgan Stanley Dw INC.Broker
State Registrations9 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.