Emily Ann Martin
Professional Summary
Emily Ann Martin is a registered financial advisor currently at INTERACTIVE FINANCIAL ADVISORS located in Bloomington, Illinois and FORTUNE FINANCIAL SERIVCES, LLC located in Bloomington, Illinois. Emily is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Emily has worked at 5 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
Videos & Posts
This advisor has not added any videos or posts yet.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
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.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
Years of Experience
27 years in the financial services industry
Current & Past Employments
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
Current Firm
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
Contact Information
Main Address
100 Batson Ct. Suite 104, New Lenox, IL 60451Phone Number
(630) 472-1300# of Employees
33SEC notice filing (30 States and Territories)
Registered to provide investment advisory services in 30 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,075AUM (Assets Under Management)
$240,418,188Similar Advisors
STATE FARM VP MANAGEMENT CORP.
Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
Primary Firm SEC Registration
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
State Registrations and Notice Filings
(9/18/2020)
(5/20/2016)
(9/18/2020)
(9/18/2020)
(9/18/2020)
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.Note:This rule does not apply to broker-dealer activity.
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 Sep 1999About the Series 6 examSRO Registrations
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
CRS (Client Relationship Summary) - RIA
Click below to view Emily Ann Martin's CRS (Customer Relationship Summary).
Similar Advisors
STATE FARM VP MANAGEMENT CORP.
