EM
CFP
EM
CFP

Eric Martinez

6 Years of Experience
Overland Park, KS
Broker

Eric Martinez is a CFP-designated registered investment advisor at Embark Financial Partners, based in Overland Park, KS, with 6 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.

Compensation
Fixed/Hourly
Firm Size
5 advisors
IM Fee
Planning only

Fee Structure

One-Time Plan:Up to $20,000
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Location

5440 W. 110th St Ste 300, Overland Park, KS, 66211

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Eric operates his LPL business through Embark Financial Partners, dedicating full-time hours to it. He is also the co-founder and co-owner of Kansas City Salsa Company LLC with his wife.

Employment History
Current Registrations
Embark Financial Partners
July 2025 - Present · 10 mos
LPL Financial LLC
August 2024 - Present · 1 yr 9 mos
LPL Financial LLCBroker
August 2024 - Present · 1 yr 9 mos
Previous Registrations
American Century Investments Private Client Group, INC.
September 2020 - September 2024 · 4 yrs
American Century Investment Services INC.Broker
April 2019 - September 2024 · 5 yrs 5 mos
State Registrations13 states
CADCFLGAINKSMDMIMNMOOKTXVA
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.