Derek Jacob Martin

CFP · ChFC

56 Capital Partners, LTD

13 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth

56 Capital Partners, LTD

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

256 clients

Average Client Portfolio

$396K average

Assets Under Management

$101.3M

Fee Structure

Location

1465 Kelly Johnson Blvd, Suite 200, Colorado Springs, CO, 80920

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History

Regulatory History (1)

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Customer Dispute

April 2024

Denied

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Derek may earn commissions from insurance companies for selling non-variable life, health, annuity, and/or disability income insurance products.

Employment History

Current Registrations

56 Capital Partners, LTD

January 2018 - Present · 8 yrs 1 mo

Previous Registrations

Northwestern Mutual Investment Services,llc

May 2013 - December 2017 · 4 yrs 7 mos

Northwestern Mutual Investment Services, LLCBroker

June 2012 - December 2017 · 5 yrs 6 mos

State Registrations8 states

CACOGAINMIMTTXVA

Advisor

Exams

No exam information available for this advisor.