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JM

John W. Martz

QUAESTOR FINANCIAL
Brooksville, FL 34601
Some features on this profile are disabled
CRD#: 4683745
JM

Professional summary

John William Martz, CFP®, who also goes by John Martz, is a registered financial advisor currently at QUAESTOR FINANCIAL, LLC located in Brooksville, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. John has worked at 1 firm .

top-8-questions

Question & Answer

What are your service offerings?
Education Planning
Small Business Planning
Retirement Planning
Tax Planning
Business Succession Planning
Investment Planning
Debt Management
Life Transitions
Comprehensive Financial Planni...
Budgeting
Do you have an area of expertise or specialization?
AUM
Baby Boomers
Business Owners
Entrepreneurs
Fixed Fee (Subscription, Retai...
Hourly
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

John Martz

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.
John Martz is currently employed as Tax Manager at Oliver & Company. This activity accounts for 75 percent of his time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John William Martz'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®

Certified Financial Planner

Start date: 2016

Experience

Current

September 30, 2019 - Present

QUAESTOR FINANCIAL, LLC

Office #1: 18 N Broad St, Brooksville, FL 34601
RIA
CRD#: 304114
Brooksville, FL

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
Florida
(9/30/2019)

Exams

Current Firm

QF
QUAESTOR FINANCIAL, LLC
QUAESTOR FINANCIAL | QUAESTOR FINANCIAL, LLC

CRD#: 304114 / SEC#:

Florida
Registered Investment Advisory firm - (9/30/2019 Approved)
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Contact information

Main Address
18 N Broad St, Brooksville, FL 34601
Mailing Address
Phone number
(352) 777-4872
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts8
AUM (Assets Under Management)$ 2,495,456

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.

Company Information

QUAESTOR FINANCIAL, LLC

CRD#: 304114Brooksville, FL 34601

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