EM
Emily A. Martin
INTERACTIVE FINANCIAL ADVISORS
Bloomington, IL 61701
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CRD#: 4006839
EM
Professional summary
Emily Ann Martin is a registered financial advisor currently at INTERACTIVE FINANCIAL ADVISORS located in Bloomington, Illinois and FORTUNE FINANCIAL SERVICES, INC. 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.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
1) NAME OF BUSINESS: PURPLE MARTIN FINANCIAL, LLC; NATURE OF BUSINESS: SALE OF FIXED LIFE, ANNUITY & HEALTH PRODUCTS; LOCATION: 2302 E OAKLAND AVE, #13, BLOOMINGTON, IL 61701; TITLE: OWNER/AGENT; START DATE: 6/2004; APPROXIMATE NUMBER OF HOURS PER MONTH: 40; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 2-4. 2)NAME OF BUSINESS: BLOOMINGTON NORMAL BIRTHING CENTER; NATURE OF BUSINESS: BIRTHING CENTER; LOCATION: 6 WESTPORT COURT, BLOOMINGTON, IL 61704; TITLE: MINORITY OWNER; START DATE: 5/2016; APPROXIMATE NUMBER OF HOURS PER MONTH: 1-2; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 0. ATTEND BOARD MEETINGS. THIS ENTITY IS OWNED BY APRAMARTIN LLC. 5)NAME OF BUSINESS: INTERACTIVE FINANCIAL ADVISORS; NATURE OF BUSINESS: REGISTERED INVESTMENT ADVISOR; LOCATION: 625 N. MICHIGAN AVE, SUITE 1710, CHICAGO, IL 60611; TITLE: REGISTERED INVESTMENT ADVISOR REPRESENTATIVE; START DATE: 6/1/16; APPROXIMATE NUMBER OF HOURS PER MONTH: 30; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: 1-4. 3)NAME OF BUSINESS: GIRL SCOUTS OF CENTRAL ILLINOIS; NATURE OF BUSINESS: VOLUNTEER TROOP LEADER; LOCATION: 3 WESTPORT COURT, BLOOMINGTON, IL 61704; START DATE: 6/1/17; APPROXIMATE NUMBER OF HOURS PER MONTH: 4-10; APPROXIMATE NUMBER OF HOURS DURING SECURITIES TRADING HOURS: LESS THAN ONE HOUR.
CRS (Client Relationship Summary) - RIA
Click below to view Emily Ann Martin's 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®
NoneExperience
Current
May 20, 2016 - Present
INTERACTIVE FINANCIAL ADVISORS
Office #1: 2302 E. Oakland Ave Suite 3, Bloomington, IL 61701RIA
CRD#: 125117
Bloomington, IL
Current
September 18, 2020 - Present
FORTUNE FINANCIAL SERVICES, INC.
Office #1: 2302 E Oakland Avenue #3, Bloomington, IL 61701BD
CRD#: 42150
Bloomington, IL
Past
January 13, 2010 - September 18, 2020
BROOKLIGHT PLACE SECURITIES, INC.
BD
CRD#: 15764
BLOOMINGTON, IL
Past
July 1, 2004 - November 30, 2009
WOODBURY FINANCIAL SERVICES, INC.
BD
CRD#: 421
BLOOMINGTON, IL
Past
September 23, 1999 - June 29, 2004
FORESTERS FINANCIAL SERVICES, INC.
BD
CRD#: 305
EDISON, NJ
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".
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/18/2020)
IAR
Illinois(5/20/2016)
RR
Illinois(9/18/2020)
RR
Indiana(9/18/2020)
RR
Michigan(9/18/2020)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
IF
INTERACTIVE FINANCIAL ADVISORS
INTERACTIVE FINANCIAL ADVISORS | JOANNE M. WOITESHEK/INTERACTIVE FINANCIAL ADVISORS | INTERACTIVE FINANCIAL ADVISORS, INC.
CRD#: 125117 / SEC#: 801-63771
RIA
Registered Investment Advisory firm - (1/3/2005 Approved)Arizona
Registered Investment Advisory firm - (1/4/2005 Terminated)California
Registered Investment Advisory firm - (1/4/2005 Terminated)Colorado
Registered Investment Advisory firm - (2/3/2005 Terminated)Florida
Registered Investment Advisory firm - (1/4/2005 Terminated)Georgia
Registered Investment Advisory firm - (1/4/2005 Terminated)Illinois
Registered Investment Advisory firm - (1/4/2005 Terminated)North Carolina
Registered Investment Advisory firm - (1/4/2005 Terminated)Tennessee
Registered Investment Advisory firm - (2/3/2005 Terminated)Texas
Registered Investment Advisory firm - (1/4/2005 Terminated)Virginia
Registered Investment Advisory firm - (1/4/2005 Terminated)Wisconsin
Registered Investment Advisory firm - (1/5/2005 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
100 Batson Ct. Suite 104, New Lenox, IL 60451
Mailing Address
Phone number
(630) 472-1300
Established
Firm type
Fiscal year end
# of Employees
37
SEC notice filing (29 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,858 |
| AUM (Assets Under Management) | $ 337,782,613 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
INTERACTIVE FINANCIAL ADVISORS
CRD#: 125117Bloomington, IL 61701TRUST BUT VERIFY
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