Martha A. Wurzburger
Professional summary
Martha Ann Wurzburger, who also goes by Martha Ann Strom, Martha A Wurzburger, Martha Ann Wurzburger, is a registered financial advisor currently at LSIA located in Milwaukee, Wisconsin.
Martha is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Martha has worked at 3 firms and has passed the Series 65 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Martha Ann Wurzburger's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 5, 2022 - Present
LSIA
Office #1: 111 E. Kilbourn Avenue, Suite 2700, Milwaukee, WI 53202Office #2: 839 N. Jefferson Street Suite 504, Milwaukee, WI 53202October 31, 2001 - October 1, 2008
LOOMIS SAYLES DISTRIBUTORS, L.P.
January 30, 1997 - August 20, 2001
NUVEEN SECURITIES, LLC
Primary Firm SEC Registration
LSIA
CRD#: 146829 / SEC#: 801-69340
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/5/2022)
(5/5/2022)
Exams
Current Firm
LSIA
CRD#: 146829 / SEC#: 801-69340
Contact information
SEC notice filing (11 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 410 |
| AUM (Assets Under Management) | $ 916,009,663 |
Red Flags
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Company Information
LSIA
CRD#: 146829Milwaukee, WI 53202TRUST BUT VERIFY
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