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JM
CFP
JM
CFP

John Martin

LPL Financial LLC
21 Years of Experience
Park Rapids, MN
BrokerSells Insurance
View SEC Summary
View SEC Summary

John Martin is a CFP-designated registered investment advisor at LPL Financial LLC, based in Park Rapids, MN, with 21 years of industry experience. John 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
—
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Location

300 1st St West, Park Rapids, MN, 56470

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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 ActivitiesSells Insurance

John operates under the DBA Citizens Financial Services for his LPL business since 2017. He also works with ICAG Ins. Agency selling non-variable insurance, dedicating about a quarter of his time during securities trading hours.

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.
September 2012 - November 2017 · 5 yrs 2 mos
Investment Centers of America, INC.Broker
September 2012 - November 2017 · 5 yrs 2 mos
Fintegra Financial Solutions
October 2011 - August 2012 · 10 mos
Fintegra, LLCBroker
October 2011 - August 2012 · 10 mos
Investment Centers of America, INC.
January 2011 - November 2011 · 10 mos
Investment Centers of America, INC.
February 2007 - December 2010 · 3 yrs 10 mos
Investment Centers of America, INC.Broker
August 2006 - November 2011 · 5 yrs 3 mos
Edward JonesBroker
March 2005 - August 2006 · 1 yr 5 mos
State Registrations23 states
AKAZCOFLGAHIIAILINKSMIMNMTNCNDNHNVOHORPASDTXWI
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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