Martha Ann Curtis
Professional Summary
Martha Ann Curtis, who also goes by Martha Ann Seidl, was a registered financial advisor. Martha was a previously registered financial professional and started their career in finance 1997 - 2021. Martha had worked at 3 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Martha Ann Seidl
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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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Years of Experience
29 years in the financial services industry
Current & Past Employments
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Current Firm
ADVISORS PRIDE | WEIER WEALTH MANAGEMENT | WEALTH GUARDIAN ADVISORS | VALOR FINANCIAL PARTNERS, A STRATEGENCE CAPITAL COMPANY | UNION RETIREMENT ALLIANCE | STRATEGENCE CAPITAL | STOEBIG INVESTMENT MANAGEMENT | SIELSCHOTT FINANCIAL SERVICES | PROVISIONS WEALTH PLANNERS | PAUL HOFFMAN AND COMPANY | PALANCA & ASSOCIATES, LLC | MCKENZIE FINANCIAL SERVICES | MCCLONE RETIREMENT ADVISORS | INTEGRATED WEALTH PARTNERS | INFINITY WEALTH ALLIANCE | HOFFMAN FINANCIAL SERVICES, LTD | HAGEMANN WEALTH MANAGEMENT | GATEWAY WEALTH PARTNERS | FORETHOUGHT PLANNING | FOCAL POINT FINANCIAL STRATEGIES | FINANCIAL RESOURCE SERVICES | FINANCIAL ADVISORS, INC. | CURTIS WEALTH MANAGEMENT | BOBER WEALTH MANAGEMENT | ADVISORS' PRIDE INC. | ADVISORS' PRIDE
Contact Information
Main Address
100 W. Lawrence Street Suite 304, Appleton, WI 54911Phone Number
(920) 731-9293# of Employees
32Documents
Regulatory Assets Under Management
Total Number of Accounts
6,222AUM (Assets Under Management)
$1,301,107,732Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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