William G. Martin

EARNED WEALTH ADVISORS

Wichita, KS

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CRD#: 2046604

Professional summary

William Gerald Martin III, who also goes by Bill Martin, William Gerald (iii) Martin, is a registered financial advisor currently at EARNED WEALTH ADVISORS, LLC located in Wichita, Kansas.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1991. William has worked at 4 firms and has passed the Series 65, Series 63, Series 7, Series 27 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Bill Martin | William Gerald (iii) Martin

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Gerald Martin III's CRS (Customer Relationship Summary).

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®

None

Experience

Current

January 5, 2025 - Present

EARNED WEALTH ADVISORS, LLC

RIA

CRD#: 108052

Wichita, KS

Past

August 24, 2022 - January 29, 2025

EARNED WEALTH

RIA

CRD#: 316933

Wichita, KS

Past

January 26, 2004 - March 15, 2005

SUNGARD INSTITUTIONAL BROKERAGE INC.

CRD#: 8509

GENEVA, IL

Past

November 21, 2001 - January 15, 2002

SUNGARD INSTITUTIONAL BROKERAGE INC.

CRD#: 8509

GENEVA, IL

Past

August 6, 1991 - October 28, 1999

MMR, INC.

CRD#: 16958

WICHITA, KS

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".

EARNED WEALTH ADVISORS, LLC

CRD#: 108052 / SEC#: 801-57727

RIA

Registered Investment Advisory firm - (7/10/2000 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.

Highlighted states indicate IAR registrations

IAR

Kansas
(1/5/2025)

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: 10/6/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/20/1991

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 8/5/1991

General Securities Representative Examination

Principal/Supervisory Exam

Series 27

Date: 8/4/1994

Financial and Operations Principal Examination

Principal/Supervisory Exam

Series 24

Date: 8/20/1993

General Securities Principal Examination

Current Firm

EARNED WEALTH ADVISORS, LLC

CRD#: 108052 / SEC#: 801-57727

RIA

Registered Investment Advisory firm - (7/10/2000 Approved)

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Contact information

Main Address

165 Lennon Lane Suite 200, Walnut Creek, CA 94598

Mailing Address

Phone number

(925) 939-2500

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (27 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

EARNED WEALTH ADVISORS, LLC FORM ADV PART 2A (12/5/2025)

Regulatory assets under management

Total Number of Accounts	3,544
AUM (Assets Under Management)	$ 1,916,730,533

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

William G. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Gerald Martin III's CRS (Customer Relationship Summary).

Certified licenses

Experience

EARNED WEALTH

SUNGARD INSTITUTIONAL BROKERAGE INC.

SUNGARD INSTITUTIONAL BROKERAGE INC.

MMR, INC.

Primary Firm SEC Registration

EARNED WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/6/1999

Series 63

Date: 8/20/1991

Series 7

Date: 8/5/1991

Series 27

Date: 8/4/1994

Series 24

Date: 8/20/1993

Current Firm

EARNED WEALTH ADVISORS, LLC

Contact information

SEC notice filing (27 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

EARNED WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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