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Martina Marie Schackman

Martina M. Schackman

BENEFIT FINANCIAL SERVICES GROUP
Reno, NV
Some features on this profile are disabled
CRD#: 2198637
Martina Marie Schackman

Professional summary

Martina Marie Schackman, CFP®, who also goes by Martina Marie Lazich, Tina Lazich, Tina Schackman, is a registered financial advisor currently at BENEFIT FINANCIAL SERVICES GROUP located in Reno, Nevada.

Martina is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Martina has worked at 8 firms and has passed the Series 63, Series 65, SIE, Series 6, Series 7, Series 51, Series 4 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Martina Marie Lazich | Tina Lazich | Tina Schackman

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 Martina Marie Schackman'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®
CFP®

Certified Financial Planner

Start date: 2021

Experience

Current

April 16, 2019 - Present

BENEFIT FINANCIAL SERVICES GROUP

RIA
CRD#: 143617
Reno, NV
Past

January 1, 2012 - March 27, 2019

PRUDENTIAL INVESTMENT MANAGEMENT SERVICES LLC

BD
CRD#: 18353
IRVINE, CA
Past

May 10, 2007 - November 16, 2011

BENEFIT FINANCIAL SERVICES GROUP

RIA
CRD#: 143617
IRVINE, CA
Past

January 19, 2005 - December 31, 2007

CETERA WEALTH SERVICES, LLC

BD
CRD#: 13572
IRVINE, CA
Past

January 13, 2005 - June 1, 2007

BENEFIT FUNDING SERVICES GROUP

RIA
CRD#: 131878
IRVINE, CA
Past

April 4, 2001 - January 14, 2005

LIBERTY CAPITAL MANAGEMENT, INC.

RIA
CRD#: 109254
SANTA ANA, CA
Past

March 12, 1996 - December 15, 2004

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

June 7, 1995 - October 4, 1995

CHATFIELD DEAN & CO., INC.

BD
CRD#: 14714
GREENWOOD VILLAGE, CO
Past

June 1, 1992 - June 8, 1995

INTERFIRST CAPITAL CORPORATION

BD
CRD#: 7659
LOS ANGELES, CA

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".
BF
BENEFIT FINANCIAL SERVICES GROUP
BENEFIT FINANCIAL SERVICES GROUP | PACWEST, A PART OF THE BFS WEALTH MANAGEMENT DIVISION | PACWEST | BFSG, LLC | BFS WEALTH MANAGEMENT | BFS INSTITUTIONAL SERVICES | BENEFIT FUNDING SERVICES GROUP

CRD#: 143617 / SEC#: 801-67796

RIA
Registered Investment Advisory firm - (4/17/2007 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
California
(4/16/2019)
IAR
Nevada
(12/15/2022)

Exams

State Security Law Exam
RR
Series 63
Date: 12/28/2011
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 8/18/2000
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 12/28/2011
Investment Company Products/Variable Contracts Representative Examination
General Industry/Product Exam
RR
Series 7
Date: 5/29/1992
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 51
Date: 3/21/2003
Municipal Fund Securities Principal Examination
Principal/Supervisory Exam
RR
Series 4
Date: 11/22/2002
Registered Options Principal Examination
Principal/Supervisory Exam
RR
Series 24
Date: 2/3/1995
General Securities Principal Examination

Current Firm

BF
BENEFIT FINANCIAL SERVICES GROUP
BENEFIT FINANCIAL SERVICES GROUP | PACWEST, A PART OF THE BFS WEALTH MANAGEMENT DIVISION | PACWEST | BFSG, LLC | BFS WEALTH MANAGEMENT | BFS INSTITUTIONAL SERVICES | BENEFIT FUNDING SERVICES GROUP

CRD#: 143617 / SEC#: 801-67796

RIA
Registered Investment Advisory firm - (4/17/2007 Approved)
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Contact information

Main Address
2040 Main Street Suite 720, Irvine, CA 92614
Mailing Address
Phone number
(949) 955-2552
Established
Firm type
Fiscal year end
# of Employees
31

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (9/19/2025)

Regulatory assets under management

Total Number of Accounts855
AUM (Assets Under Management)$ 1,290,227,768

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

BENEFIT FINANCIAL SERVICES GROUP

CRD#: 143617Reno, NV

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