Martin P. Lonski

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CRD#: 1142988

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 Paul Lonski, who also goes by Marty Lonski, was a registered financial professional .

Martin is a previously registered financial professional and started their career in finance in 1983. Martin had worked at 8 firms and has passed the Series 63, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Aliases

Marty Lonski

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.

(1) DBA- MARTIN P. LONSKI; NOT INVESTMENT RELATED; 1715 GRAND STREET NORTHEAST MINNEAPOLIS, MN 55413; TAX PREPARATION; TAX PREPARER; BEGAN JANUARY 1979; 120 HOURS PER MONTH FROM JANUARY TO MAY AND 10 HOURS PER MONTH FROM JUNE TO DECEMBER INCLUDING DURING TRADING. (2) MARTIN P. LONSKI; NOT INVESTMENT RELATED; 1035 N UNIVERSITY DRIVE; FARGO, ND 58103; RENTAL HOUSE; LANDLORD; BEGAN JANUARY 1983; ONE HOUR PER MONTH WITH NONE DURING TRADING; RENTS HOME. (3) MPL FINANCIAL; INVESTMENT RELATED; SAME AS REGISTERED ADDRESS; DBA, BILL PAYING; OWNER; STARTED 1/1/2003; APX 1-4 HOURS/MONTH, NONE DURING TRADING; DBA NAME

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

June 29, 2023 - February 26, 2024

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

MINNEAPOLIS, MN

Past

May 20, 2021 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

MINNEAPOLIS, MN

Past

September 20, 2019 - February 26, 2024

CETERA WEALTH SERVICES, LLC

CRD#: 13572

MINNEAPOLIS, MN

Past

September 1, 2016 - May 20, 2021

SUMMIT FINANCIAL GROUP INC

RIA

CRD#: 109485

MINNEAPOLIS, MN

Past

September 1, 2016 - September 20, 2019

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

MINNEAPOLIS, MN

Past

December 9, 2013 - September 1, 2016

VSR FINANCIAL SERVICES, INC.

RIA

CRD#: 14503

MINNEAPOLIS, MN

Past

February 1, 1990 - September 1, 2016

VSR FINANCIAL SERVICES, INC.

CRD#: 14503

MINNEAPOLIS, MN

Past

February 21, 1984 - February 21, 1990

PRINCETON AMERICAN EQUITIES CORPORATION

CRD#: 14491

PHOENIX, AZ

Past

November 28, 1983 - July 5, 1984

CARDELL & ASSOCIATES, INCORPORATED

CRD#: 7700

Past

June 22, 1983 - November 18, 1983

CAPITAL MANAGEMENT SECURITIES, INC.

CRD#: 10579

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".

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 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

Series 63

Date: 7/14/1983

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/14/2000

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 6/18/1983

General Securities Representative Examination

Current Firm

CETERA INVESTMENT ADVISERS LLC

CRD#: 105644 / SEC#: 801-20406

RIA

Registered Investment Advisory firm - (1/13/1984 Approved)

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Contact information

Main Address

1450 American Lane 6th Floor, Suite 650, Schaumburg, IL 60173-2096

Mailing Address

Phone number

(310) 257-7880

Established

Firm type

Fiscal year end

# of Employees

7,705

SEC notice filing (53 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	584,487
AUM (Assets Under Management)	$ 163,792,814,520

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/27/2025	Cover Page	Report
12/13/2024	Cover Page	Report
09/26/2023	Cover Page	Report
11/18/2022	Cover Page	Report

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.

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Firm Stability Insights

Martin P. Lonski

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA WEALTH SERVICES, LLC

SUMMIT FINANCIAL GROUP INC

SUMMIT BROKERAGE SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

VSR FINANCIAL SERVICES, INC.

PRINCETON AMERICAN EQUITIES CORPORATION

CARDELL & ASSOCIATES, INCORPORATED

CAPITAL MANAGEMENT SECURITIES, INC.

Primary Firm SEC Registration

CETERA INVESTMENT ADVISERS LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 7/14/1983

SIE

Date: 10/1/2018

Series 31

Date: 8/14/2000

Series 7

Date: 6/18/1983

Current Firm

CETERA INVESTMENT ADVISERS LLC

Contact information

SEC notice filing (53 States and Territories)

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

CETERA INVESTMENT ADVISERS LLC

TRUST BUT VERIFY

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