KM
Kenneth N. Martinson
CONSOLIDATED PORTFOLIO REVIEW CORP
WALNUT CREEK, CA 94598
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CRD#: 1271344
KM
Professional summary
Kenneth Neil Martinson is a registered financial advisor currently at CONSOLIDATED PORTFOLIO REVIEW CORP located in Walnut Creek, California and VANDERBILT SECURITIES, LLC located in Walnut Creek, California.
Kenneth is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Kenneth has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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) FINANCIAL RESOURCES INC - Investment Related. Start date: 05/14/1984. Address: 190 N Wiget Lane Suite 125, Walnut Creek CA, 94598. Title: President/Managing Executive. Duties: Managing Executive, Owner, Investment Advisory and Registered Representative, Management, client service. Time spent during regular hours: 60%. 2) MARTINSON STOLLER ADVISORS - Investment Related. Start date: 07/30/2013. Address: 190 N Wiget Lane Suite 125, Walnut Creek CA, 94598. Title: Partner. Duties: Investment Advisor Representative, investment management, client service. Time spent during regular hours: 40%. 3) Fixed Insurance Sales - Start date: 20/10/2020. Address: 190 N Wiget Lane Suite 125, Walnut Creek CA, 94598. Title: Registered Representative. Duties: Life Insurance and Annuity Licensed, servicing Existing Variable Annuity business. Time spent during regular hours: 0%.
CRS (Client Relationship Summary) - RIA
Click below to view Kenneth Neil Martinson's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
October 30, 2020 - Present
CONSOLIDATED PORTFOLIO REVIEW CORP
Office #1: 190 North Wiget Lane Suite 125, Walnut Creek, CA 94598RIA
CRD#: 112694
WALNUT CREEK, CA
Current
October 30, 2020 - Present
VANDERBILT SECURITIES, LLC
Office #1: 190 N. Wiget Lane, Suite 125, Walnut Creek, CA 94598BD
CRD#: 5953
Walnut Creek, CA
Past
August 23, 2007 - October 30, 2020
KMS FINANCIAL SERVICES, INC.
RIA
CRD#: 3866
WALNUT CREEK, CA
Past
December 19, 2006 - October 30, 2020
KMS FINANCIAL SERVICES, INC.
BD
CRD#: 3866
WALNUT CREEK, CA
Past
March 26, 1999 - April 26, 2007
AURORA SECURITIES
BD
CRD#: 46147
ANCHORAGE, AK
Past
November 19, 1989 - July 28, 1999
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
June 20, 1989 - December 31, 2007
FINANCIAL RESOURCES INC
RIA
CRD#: 110431
ANCHORAGE, AK
Past
June 4, 1984 - November 19, 1989
INTEGRATED RESOURCES EQUITY CORPORATION
BD
CRD#: 6403
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".
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(10/30/2020)
IAR
Alaska(10/30/2020)
RR
California(10/30/2020)
IAR
California(10/30/2020)
RR
Colorado(10/30/2020)
RR
Texas(10/30/2020)
IAR
Texas(4/12/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CP
CONSOLIDATED PORTFOLIO REVIEW CORP
3 DIMENSIONAL WEALTH ADVISORY | ZIRCON FINANCIAL PLANNING, LLC | VISPER WEALTH MANAGEMENT | VIRTUS WEALTH INC | VAUGHT WEALTH MANAGEMENT | SUMMIT ADVISORS NW | STREAMLINE ASSET MANAGEMENT, LLC | STRATEGIC WEALTH ENDEAVOR INC | STONEFIELD WEALTH MANAGEMENT | STOECKLEIN FINANCIAL SERVICES | STARR FINANCIAL SERVICES INC. | SEQUOIA WEALTH & RISK MANAGEMENT | SCOPO CAPITAL PLANNING | RED HORSE FINANCIAL GROUP | RANDALL WEALTH MANAGEMENT | PARAMOUNT FINANCIAL GROUP, LLC. | PACKARD ADVISORY SERVICES | NATIONAL ONE ADVISORS | MARTINSON STOLLER ADVISORS | LEGACY SOLUTIONS WEALTH MANAGEMENT LLC | HEWITT PLANNING SERVICES | HATTIG FINANCIAL COMPANY | GRANITE CANYON WEALTH | GOLDEN ELDRIDGE FINANCIAL LLC | FINANCIAL RESOURCES INC. | DELANCEY WEALTH MANAGEMENT | DALTON WEALTH GROUP | CONSOLIDATED PORTFOLIO REVIEW CORP | CHIAPPETTA FINANCIAL GROUP | CHAMBERLAIN GROUP | AMERICAN CAPITAL ADVISORS, LLC | ABRAMOVITZ WEALTH MANAGEMENT LLC | 3D WEALTH ADVISORY
CRD#: 112694 / SEC#: 801-38795
RIA
Registered Investment Advisory firm - (12/2/1991 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
125 Froehlich Farm Blvd., Woodbury, NY 11797
Mailing Address
Phone number
(631) 845-5100
Established
Firm type
Fiscal year end
# of Employees
44
SEC notice filing (51 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,821 |
| AUM (Assets Under Management) | $ 1,294,955,167 |
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.
Company Information
CONSOLIDATED PORTFOLIO REVIEW CORP
CRD#: 112694Walnut Creek, CA 94598TRUST BUT VERIFY
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