Martin B. Willenborg

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CRD#: 1040994

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Martin Bernard Willenborg, who also goes by Marty Bernard Willenborg, was a registered financial professional .

Martin is a previously registered financial professional and started their career in finance in 1982. Martin had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 26 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Marty Bernard Willenborg

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

LICENSED AS AN INDEPENDENT INSURANCE AGENT TO SELL FIXED INSURANCE PRODUCTS; SAME AS BRANCH; INV REL; FINANCIAL SERVICES AS IT RELATES TO INSURANCE AND RETIREMENT PLANNING; START DATE=11/2007; HRS/MO=200; TRADING HRS/MO=130; HELP CLIENTS GROW AND PROTECT THEIR WEALTH THROUGH FINANCIAL PLANNING * WILLENBORG & ASSOCIATES; SAME AS BRANCH; INV REL; MEETING WITH PEOPLE WHO DESIRE HELP WITH THEIR RETIREMENT PLANNING, EDUCATING CLIENTS ON THE BASICS OF FINANCIAL RETIREMENT PLANNING, MAKING RECOMMENDATIONS WITH CLIENTS WITH THEIR INVESTMENTS AND SERVICING CLIENTS WITH ALL THEIR INVESTMENTS; PRESIDENT; START DATE=11/2007; HRS/MO=210; TRADING HRS/MO=160; TAKING CARE OF CLIENT'S ACCOUNTS, DOING FINANCIAL RETIREMENT PLANNING, ASSISTING WITH ALL FINANCIAL PRODUCTS AS FAR AS HELPING CLIENTS MAKE BETTER DECISIONS ON THEIR RETIREMENT AND REVIEWING CLIENT'S LIFE INSURANCE

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Past

March 26, 2019 - March 29, 2024

ACCEL WEALTH MANAGEMENT

RIA

CRD#: 286201

Cedar Rapids, IA

Past

March 11, 2019 - August 5, 2020

INTEGRITY ALLIANCE, LLC.

CRD#: 139627

Cedar Rapids, IA

Past

December 21, 2007 - March 21, 2019

AMERITAS INVESTMENT COMPANY, LLC

RIA

CRD#: 14869

CEDAR RAPIDS, IA

Past

November 19, 2007 - March 21, 2019

AMERITAS INVESTMENT COMPANY, LLC

CRD#: 14869

CEDAR RAPIDS, IA

Past

June 25, 2007 - December 21, 2007

STONEFIELD INVESTMENT ADVISORY, INC.

RIA

CRD#: 113802

SWISHER, IA

Past

March 1, 2007 - November 28, 2007

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

SWISHER, IA

Past

December 11, 2004 - March 6, 2007

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 107622

NEW YORK CITY, NY

Past

June 24, 2003 - December 11, 2004

METLIFE INVESTORS DISTRIBUTION COMPANY

CRD#: 6695

NEWPORT BEACH, CA

Past

February 28, 2002 - December 17, 2004

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

December 9, 1982 - February 21, 2002

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Past

June 21, 1982 - December 10, 1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

CRD#: 680

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC

CRD#: 286201 / SEC#: 801-108814

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/22/2007

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/11/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/5/2001

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 6/16/1982

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 3/17/1997

Investment Company Products/Variable Contracts Principal Examination

Current Firm

ACCEL WEALTH MANAGEMENT

ACCEL WEALTH MANAGEMENT | ACCEL WEALTH MANAGEMENT, LLC | ACCEL WEALTH MANAGEMENT LLC

CRD#: 286201 / SEC#: 801-108814

RIA

Registered Investment Advisory firm - (1/3/2017 Approved)

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Contact information

Main Address

301 Oak Ridge Circle, Waverly, IA 50677

Mailing Address

Phone number

(319) 596-1101

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2 AND 2B 043025 (4/30/2025)

Regulatory assets under management

Total Number of Accounts	2,570
AUM (Assets Under Management)	$ 973,955,257

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Firm Stability Insights

Martin B. Willenborg

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

INTEGRITY ALLIANCE, LLC.

AMERITAS INVESTMENT COMPANY, LLC

AMERITAS INVESTMENT COMPANY, LLC

STONEFIELD INVESTMENT ADVISORY, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

METLIFE INVESTORS DISTRIBUTION COMPANY

METLIFE INVESTORS DISTRIBUTION COMPANY

NEW ENGLAND SECURITIES

PRUCO SECURITIES, LLC.

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA

Primary Firm SEC Registration

ACCEL WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 65

Date: 6/22/2007

Series 63

Date: 1/11/1983

SIE

Date: 10/1/2018

Series 7

Date: 1/5/2001

Series 6

Date: 6/16/1982

Series 26

Date: 3/17/1997

Current Firm

ACCEL WEALTH MANAGEMENT

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ACCEL WEALTH MANAGEMENT

TRUST BUT VERIFY

Contact information

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