Michael J. Martinez

THE PENSION GROUP

Dublin, OH 43017

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CRD#: 2978914

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael J Martinez

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.

NAME:ONE RESOURCE GROUP WEALTH MANAGEMENT, LLC ; INV RELATED:YES; ADDRESS:7100 MUIRFIELD DRIVE SUITE 110 DUBLIN, OH 43017; NATURE:INSURANCE BUSINESS AND PAYING BILLS FOR THE BUSINESS; POSITION:PRESIDENT; START DATE:01/1997; HOURS/MONTH:40; TRADING HOURS/MONTH:1-2; DUTIES:WRITING CHECKS AND INSURANCE NAME:THE PENSION GROUP; INV RELATED:YES; ADDRESS:7100 MUIRFIELD DRIVE SUITE 110 DUBLIN, OH 43017; NATURE:INVESTMENTS; START DATE:01/1997; HOURS/MONTH:40; TRADING HOURS/MONTH:40; DUTIES:PENSION PLANNING, INVESTMENTS, FINANCIAL PLANNING & INCOME PLANNING

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Martinez'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

April 6, 2018 - Present

THE PENSION GROUP

Office #1: 700 Stonehenge Parkway Suite B, Dublin, OH 43017

RIA

CRD#: 2225

APPLETON, WI

Past

March 24, 1998 - February 26, 2003

SIGNATOR INVESTORS, INC.

CRD#: 468

BOSTON, MA

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".

THE PENSION GROUP

ONE RESOURCE GROUP WEALTH MANAGEMENT LLC | THE PENSION GROUP

CRD#: 293819 / SEC#: 801-132293

RIA

Registered Investment Advisory firm - (3/31/2025 Approved)

Alabama

Registered Investment Advisory firm - (4/8/2025 Terminated)

California

Registered Investment Advisory firm - (5/8/2025 Terminated)

Florida

Registered Investment Advisory firm - (4/8/2025 Terminated)

Georgia

Registered Investment Advisory firm - (5/14/2018 Approved)

North Carolina

Registered Investment Advisory firm - (4/24/2025 Terminated)

Ohio

Registered Investment Advisory firm - (4/8/2025 Terminated)

South Carolina

Registered Investment Advisory firm - (4/8/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Alabama
(10/16/2018)

IAR

California
(2/14/2020)

IAR

Florida
(6/2/2023)

IAR

Georgia
(5/14/2018)

IAR

North Carolina
(1/13/2023)

IAR

Ohio
(4/6/2018)

IAR

South Carolina
(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

State Security Law Exam

Series 63

Date: 11/22/2004

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 12/27/2003

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 3/9/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 6

Date: 3/23/1998

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 26

Date: 5/18/2004

Investment Company Products/Variable Contracts Principal Examination

Current Firm

THE PENSION GROUP

ONE RESOURCE GROUP WEALTH MANAGEMENT LLC | THE PENSION GROUP

CRD#: 293819 / SEC#: 801-132293

RIA

Registered Investment Advisory firm - (3/31/2025 Approved)

Alabama

Registered Investment Advisory firm - (4/8/2025 Terminated)

California

Registered Investment Advisory firm - (5/8/2025 Terminated)

Florida

Registered Investment Advisory firm - (4/8/2025 Terminated)

Georgia

Registered Investment Advisory firm - (5/14/2018 Approved)

North Carolina

Registered Investment Advisory firm - (4/24/2025 Terminated)

Ohio

Registered Investment Advisory firm - (4/8/2025 Terminated)

South Carolina

Registered Investment Advisory firm - (4/8/2025 Terminated)

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Contact information

Main Address

700 Stonehenge Parkway Suite B, Dublin, OH 43017

Mailing Address

Phone number

(614) 423-4600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (6 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

THE PENSION GROUP - ADV PART 2 (3/3/2025)

Regulatory assets under management

Total Number of Accounts	744
AUM (Assets Under Management)	$ 141,966,968

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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Firm Stability Insights

Michael J. Martinez

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael John Martinez's CRS (Customer Relationship Summary).

Certified licenses

Experience

MADISON AVENUE SECURITIES, LLC

MADISON AVENUE SECURITIES, LLC

KOVACK ADVISORS, INC.

KOVACK SECURITIES INC.

FSC SECURITIES CORPORATION

FSC SECURITIES CORPORATION

MONTICELLO INVESTMENT SERVICES, INC.

MIDAMERICA FINANCIAL SERVICES, INC.

BROOKSTONE SECURITIES, INC.

BROOKSTONE SECURITIES, INC.

GUNNALLEN FINANCIAL, INC

GUNNALLEN FINANCIAL, INC

SII INVESTMENTS, INC.

SII INVESTMENTS, INC.

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

THE PENSION GROUP

State Registrations and Notice Filings

Exams

Series 63

Date: 11/22/2004

Series 65

Date: 12/27/2003

SIE

Date: 3/9/2018

Series 6

Date: 3/23/1998

Series 26

Date: 5/18/2004

Current Firm

THE PENSION GROUP

Contact information

SEC notice filing (6 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE PENSION GROUP

TRUST BUT VERIFY

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