John William Martz
CFP®Professional Summary
John William Martz, CFP®, who also goes by John Martz, was a registered financial advisor. John was a previously registered financial professional and started their career in finance 2019 - 2025. John had worked at 1 firm.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Education Funding
- Business Services
- Retirement Planning
- Tax Planning
- Investment Management
- Financial Planning
- Cashflow & Budgeting
Specializations
Other Aliases
John William Martz, John Martz
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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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.
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Credentials
Years of Experience
6 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
QUAESTOR FINANCIAL | QUAESTOR FINANCIAL, LLC
Contact Information
Main Address
18 N Broad St, Brooksville, FL 34601Phone Number
(352) 777-4872# of Employees
1Documents
Regulatory Assets Under Management
Total Number of Accounts
8AUM (Assets Under Management)
$2,495,456Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Services Offered by John
- Education Funding
- Business Services
- Retirement Planning
- Tax Planning
- Investment Management
- Financial Planning
- Cashflow & Budgeting
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