John Martfeld
John Martfeld is a registered investment advisor at Mach-1 Financial Group, LLC, based in Rogers, AR, with 24 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,293 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mach-1 Financial charges a maximum of 1.95% of the value of your portfolio each year. Fees are negotiable. If sub-advisers are used, their fees include trading and custody costs. Some clients may have different fee schedules from previous agreements. A separate asset management fee, not to exceed 1.30%, will be charged for management of Held-Away assets.
Location
1001 S. 52nd Street, Suite 100, Rogers, AR, 72758
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2013Other Business ActivitiesSells Insurance
John is involved in two business activities. He engages in non-variable insurance (though spends no time on it) and provides investment advisory services through Mach-1 Financial Group LLC, dedicating full-time hours to this endeavor.
Employment History
Current Registrations
Mach-1 Financial Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Level Four Advisory Services
Cetera Investment Services LLCBroker
Cetera Investment Services LLC
Raymond James & Associates, INC.Broker
Raymond James & Associates, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Arvest Asset Management
Arvest Asset ManagementBroker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations16 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.