Marty Willis is a registered investment advisor, based in Coeur D Alene, ID, with 2 years of industry experience.
Location
840 W Kathleen Ave., Coeur D Alene, ID, 83815
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marty works as an agent team member for Brian Goetz's Insurance Agency (State Farm). This investment-related activity involves servicing customers and takes about half of his time.
Employment History
Current Registrations
State Farm Investment Management CORP.
November 2024 - Present · 1 yr 6 mos
State Farm Vp Management CORP.
November 2024 - Present · 1 yr 6 mos
State Farm Vp Management CORP.Broker
November 2024 - Present · 1 yr 6 mos
Previous Registrations
State Farm Vp Management CORP.Broker
October 2022 - April 2024 · 1 yr 6 mos
State Registrations3 states
IDMTWA
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.