MD
MD

Martin Boone Dressman

25 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
236 clients
Average Client Portfolio
$617K average
Assets Under Management
$145.7M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
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Location

Cincinnati, OH

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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

Martin owns Martin Dressman CPA, LLC, providing tax services since 1991, primarily during tax season. He also co-owns a rental property called Boone's Lodge with his wife, dedicating a few hours per week to it.

Employment History
Current Registrations
Coordinated Capital Securities, INC.
December 2014 - Present · 11 yrs 2 mos
Coordinated Capital Securities, INC.Broker
December 2014 - Present · 11 yrs 2 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
March 2005 - April 2015 · 10 yrs 1 mo
Cambridge Investment Reserarch, INC.
July 2001 - March 2005 · 3 yrs 8 mos
Cambridge Investment Research, INC.Broker
July 2001 - December 2014 · 13 yrs 5 mos
Eneric Financial Services, INC.Broker
August 2000 - July 2001 · 11 mos
State Registrations9 states
FLGAILINKYMINJOHSC
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Martin Boone Dressman - Financial Advisor | TrueAdvisor