Martin H. Kreisler

ALEXIS INVESTMENT PARTNERS

Oxnard, CA

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CRD#: 2765309

Professional summary

Martin H Kreisler, who also goes by Marty Kreisler, is a registered financial advisor currently at ALEXIS INVESTMENT PARTNERS, LLC located in Oxnard, California.

Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Martin has worked at 4 firms and has passed the Series 2 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Marty Kreisler

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.

NARA Ronald Reagan Library, 40 Presidential Dr, Simi Valley, CA, Nature: Presidential library, Since Feb 2018, Position: Docent, 1 hour per month, no hours during trading, Volunteer = no compensation.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin H Kreisler'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

May 19, 2021 - Present

ALEXIS INVESTMENT PARTNERS, LLC

RIA

CRD#: 313394

Oxnard, CA

Past

November 21, 2019 - June 29, 2021

SOWELL MANAGEMENT

RIA

CRD#: 127145

Oxnard, CA

Past

January 27, 2015 - December 3, 2019

FUNDX INVESTMENT GROUP, LLC

RIA

CRD#: 109194

CASTAIC, CA

Past

December 2, 2014 - April 30, 2016

KREISLER LONG-TERM INVESTMENTS

RIA

CRD#: 133930

CASTAIC, 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".

ALEXIS INVESTMENT PARTNERS, LLC

CRD#: 313394 / SEC#: 801-121162

RIA

Registered Investment Advisory firm - (5/7/2021 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
(5/19/2021)

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

General Industry/Product Exam

Series 2

Date: 5/20/1996

Non-Member General Securities Examination

Current Firm

ALEXIS INVESTMENT PARTNERS, LLC

CRD#: 313394 / SEC#: 801-121162

RIA

Registered Investment Advisory firm - (5/7/2021 Approved)

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Contact information

Main Address

Montgomery, TX

Mailing Address

Phone number

(925) 457-5258

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

AIP BROCHURE (4/3/2025)

Regulatory assets under management

Total Number of Accounts	247
AUM (Assets Under Management)	$ 181,584,556

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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Martin H. Kreisler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Martin H Kreisler's CRS (Customer Relationship Summary).

Certified licenses

Experience

ALEXIS INVESTMENT PARTNERS, LLC

SOWELL MANAGEMENT

FUNDX INVESTMENT GROUP, LLC

KREISLER LONG-TERM INVESTMENTS

Primary Firm SEC Registration

ALEXIS INVESTMENT PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 2

Date: 5/20/1996

Current Firm

ALEXIS INVESTMENT PARTNERS, LLC

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ALEXIS INVESTMENT PARTNERS, LLC

TRUST BUT VERIFY

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