Martin M. Bassett
BASSETT FINANCIAL ADVISORS
Fort Wayne, IN 46804
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CRD#: 4330477
Professional summary
Martin Marshall Bassett III, CFP®, ChFC®, CLU®, who also goes by Marty Bassett, is a registered financial advisor currently at BASSETT FINANCIAL ADVISORS located in Fort Wayne, Indiana.
Martin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Martin has worked at 7 firms and has passed the Series 65, Series 63, Series 7, Series 6 and Series 24 exams.
Biography
With my children just leaving the nest, I am just rediscovering many of the of the things I enjoy doing. Admittedly, my energy has been focused on family and running my own financial advisory business. Dividing my time between family, study (personal finance), and business operations has been a balancing act.
Looking back, I had a wonderful experience in high school as a runner. I learned how to execute at a high level which led me to be an entrepreneur. My pursuit of excellence has never wavered.
I do enjoy people, nature, the arts, and history. I really enjoy meeting and getting to know people. I am fascinated by the complexity of our personalities, values, experiences, etc.
I was raised near a forest during part of my childhood and learned to really appreciate nature. We used to camp out communing with nature. Life was good! We were very imaginative. I love the beaches of Florida and sea shells. I would spend hours scanning the beach and surf for cone shells. Sanibel Island, Florida was ideal for this endeavor. Too, I enjoy travel anywhere and have an affinity for mountains.
Before I took up running, I was a musician in grade school, so music is very important to me. I really enjoy classical piano, but seem to find something I like about every genre. My mother was raised in Chicago and painted at the Art Institute, so I have a healthy appreciation for all the arts.
I am fascinated with history. I love to learn about what has shaped our current circumstances. If I am lucky to catch something on T.V., I am entranced. Give me a good book and I can’t put it down.
Question & Answer
What are your service offerings?
Retirement Income Management
Insurance Planning
Estate Planning
Investment Planning
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Do you have an area of expertise or specialization?
Baby Boomers
College/Education Planning
Generation X
High Net Worth Client Needs
Investment Advice with Ongoing...
Medical Professionals
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Marty Bassett
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.
CRS (Client Relationship Summary) - RIA
Click below to view Martin Marshall Bassett III'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®
CFP®
Start date: 2008
Experience
Current
June 24, 2014 - Present
BASSETT FINANCIAL ADVISORS
Office #1: 5732 Coventry Lane, Fort Wayne, IN 46804RIA
CRD#: 170825
Fort Wayne, IN
Past
September 4, 2008 - June 23, 2014
LPL FINANCIAL LLC
RIA
CRD#: 6413
FORT WAYNE, IN
Past
September 4, 2008 - June 23, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT WAYNE, IN
Past
January 26, 2006 - September 11, 2008
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
FT. WAYNE, IN
Past
April 25, 2005 - September 11, 2008
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
FT. WAYNE, IN
Past
March 19, 2003 - January 7, 2005
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
LINCOLN, NE
Past
December 18, 2002 - March 20, 2003
ONEAMERICA SECURITIES, INC.
BD
CRD#: 4173
INDIANAPOLIS, IN
Past
February 9, 2002 - November 19, 2002
PARKLAND SECURITIES, LLC
BD
CRD#: 115368
ANN ARBOR, MI
Past
January 30, 2001 - February 9, 2002
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
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
Indiana(6/24/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
BASSETT FINANCIAL ADVISORS
BASSETT AND ASSOCIATES RETIREMENT PLANNING SERVICES, INC. | BASSETT, MARTIN M. | BASSETT FINANCIAL ADVISORS
CRD#: 170825 / SEC#:
Indiana
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Contact information
Main Address
5732 Coventry Lane, Fort Wayne, IN 46804
Mailing Address
Phone number
(260) 432-6555
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 430 |
| AUM (Assets Under Management) | $ 41,726,423 |
Red Flags
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