Michael John Martinez
Professional Summary
Michael John Martinez, who also goes by Michael J Martinez, is a registered financial advisor currently at THE PENSION GROUP located in Dublin, Ohio. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Michael has worked at 11 firms and has passed the Series 63, Series 65, SIE, Series 6 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Michael J Martinez
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Videos & Posts
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Contact Information
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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
28 years in the financial services industry
Current & Past Employments
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Current Firm
ONE RESOURCE GROUP WEALTH MANAGEMENT LLC | THE PENSION GROUP
Contact Information
Main Address
700 Stonehenge Parkway Suite B, Dublin, OH 43017Phone Number
(614) 423-4600# of Employees
9SEC notice filing (6 States and Territories)
Registered to provide investment advisory services in 6 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
822AUM (Assets Under Management)
$182,371,106Similar 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.
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Primary Firm SEC Registration
ONE RESOURCE GROUP WEALTH MANAGEMENT LLC | THE PENSION GROUP
State Registrations and Notice Filings
(10/16/2018)
(2/14/2020)
(6/2/2023)
(1/13/2023)
(4/6/2018)
(6/6/2022)
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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Mar 1998About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed May 2004About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary) - RIA
Click below to view Michael John Martinez's CRS (Customer Relationship Summary).
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