KM
KM

Khara Martinosky

2 Years of Experience
Ogallala, NE
Broker

Khara Martinosky is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Ogallala, NE, with 2 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

Adams Bank & Trust 315 North Spruce Street, Ogallala, NE, 69153

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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 Activities

Khara is an associate/employee and financial advisor at Adams Bank & Trust and ABT Wealth Management since July 2023, dedicating minimal time. She also works as an independent associate selling health and wellness products for Isagenix since 2016, dedicating about 10-20% of her time.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2024 - Present · 2 yrs 4 mos
Raymond James Financial Services, INC.Broker
November 2023 - Present · 2 yrs 6 mos
State Registrations8 states
AZCOKSMTNESCSDTX
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.
Khara Martinosky - Financial Advisor | TrueAdvisor