Martin A. Watkins
TRUENORTH WEALTH
Murray, UT 84121
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CRD#: 2251777
Professional summary
Martin Arthur Watkins, CFP®, who also goes by Arthur Watkins, Martin A Watkins, Marty Watkins, is a registered financial advisor currently at TRUENORTH WEALTH located in Murray, Utah.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1992. Martin has worked at 6 firms and has passed the Series 65, Series 63 and Series 6 exams.
Biography
Martin Watkins has been advising individuals and organizations on their finances for more than twenty years. In 1993, Marty co-founded Utah Medical Association Financial Services and served as the Chief Operating Officer and adviser. He grew the practice from its inception until he was advising over 400 clients, with $625 million under advisement and $300 million under management.
In 2006, Marty founded his personal practice, Association Financial Services, and within two years he had established a financial services unit with the Idaho Medical Association and our Utah branch, TrueNorth Wealth. Over the past seven years he has built AFS and currently manages over $330 million in client assets.
Marty played an essential role in the development of the Utah 529 Education Savings Plan (“UESP”) investment options, a plan which won the Morningstar Gold Rating for educational savings plans, and currently maintains an advisory role with UESP, which includes managing assets of over $7 Billion.
Marty is the primary financial advisor at AFS and is a Certified Financial Planner®. He graduated with a B.A. in History from Brigham Young University. He loves mountain biking, enjoying the outdoors, and spending time with his wife and two sons.
Question & Answer
What are your service offerings?
Investment Planning
Comprehensive Financial Planni...
Insurance Planning
Tax Planning
Retirement Planning
Education Planning
Do you have an area of expertise or specialization?
Business Owners
Charitable Giving
College/Education Planning
Estate & Generational Planning...
High Net Worth Client Needs
Investment Advice with Ongoing...
What is your minimum asset requirement?
1M
Are you a "fiduciary"?
Yes
Aliases
Arthur Watkins | Martin A Watkins | Marty Watkins
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.
CRS (Client Relationship Summary) - RIA
Click below to view Martin Arthur Watkins'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®
CFP®
Start date: 2003
Experience
Current
January 29, 2020 - Present
TRUENORTH WEALTH
Office #1: 1935 Vine Street 120, Murray, UT 84121RIA
CRD#: 142205
Murray, UT
Past
December 11, 2006 - December 31, 2019
TRUENORTH WEALTH
RIA
CRD#: 142205
SALT LAKE CITY, UT
Past
November 5, 2001 - October 20, 2006
PHYSICIAN WEALTH ADVISORS, INC.
RIA
CRD#: 106043
SALT LAKE CITY, UT
Past
January 18, 1995 - November 15, 1996
SECURITIES AMERICA, INC.
BD
CRD#: 10205
LAVISTA, NE
Past
May 27, 1994 - January 23, 1995
OSAIC WEALTH, INC.
BD
CRD#: 23131
SCOTTSDALE, AZ
Past
April 13, 1993 - June 1, 1994
TOWER INVESTMENT GROUP, INC.
BD
CRD#: 24180
Past
August 5, 1992 - April 8, 1993
TOWER SQUARE SECURITIES, INC.
BD
CRD#: 833
EL SEGUNDO, 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".
TRUENORTH WEALTH
ASSOCIATION FINANCIAL SERVICES | TRUENORTH WEALTH | TRUENORTH RETIREMENT SERVICES | IDAHO MEDICAL ASSOCIATION FINANCIAL SERVICES | CB WEALTH MANAGEMENT | ASSOCIATION FINANCIAL SERVICES INC.
CRD#: 142205 / SEC#: 801-68446
RIA
Registered Investment Advisory firm - (10/15/2007 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
Idaho(1/29/2020)
IAR
Texas(3/23/2022)
IAR
Utah(1/30/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
Current Firm
TRUENORTH WEALTH
ASSOCIATION FINANCIAL SERVICES | TRUENORTH WEALTH | TRUENORTH RETIREMENT SERVICES | IDAHO MEDICAL ASSOCIATION FINANCIAL SERVICES | CB WEALTH MANAGEMENT | ASSOCIATION FINANCIAL SERVICES INC.
CRD#: 142205 / SEC#: 801-68446
RIA
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Contact information
Main Address
1935 Vine Street, Suite 120, Salt Lake City, UT 84121
Mailing Address
Phone number
(801) 274-1820
Established
Firm type
Fiscal year end
# of Employees
17
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,635 |
| AUM (Assets Under Management) | $ 1,074,482,158 |
Red Flags
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