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Alwin F. Martinez Gonzalez

IPI WEALTH MANAGEMENT
Orlando, FL 32827
Some features on this profile are disabled
CRD#: 4890434
AM

Professional summary

Alwin F Martinez Gonzalez, who also goes by Alwin Martinez, Alwin F Martinez Gonzalez, Alwin F. Martinez-gonzalez, Alwin Martinez Gonzalez, is a registered financial advisor currently at IPI WEALTH MANAGEMENT, INC. located in Orlando, Florida and INVESTMENT PLANNERS, INC. located in Orlando, Florida.

Alwin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Alwin has worked at 6 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alwin Martinez | Alwin F Martinez Gonzalez | Alwin F. Martinez-Gonzalez | Alwin Martinez Gonzalez

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. Insurance Brokerage Provide Guaranteed Issue Life Insurance policies. Start: 07/02/2019 Address: 10386 Park Commons Dr. Orlando, FL 32832 1 bus hr per month Investment related

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alwin F Martinez Gonzalez's CRS (Customer Relationship Summary).
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®
None

Experience

Current

February 18, 2021 - Present

IPI WEALTH MANAGEMENT, INC.

Office #1: 6900 Tavistock Lakes Blvd. Suite 400, Orlando, FL 32827
RIA
CRD#: 111872
Orlando, FL
Current

October 22, 2020 - Present

INVESTMENT PLANNERS, INC.

Office #1: 3801 Avalon Park East Blvd. Suite 225, Orlando, FL 32828
BD
CRD#: 18557
Orlando, FL
Past

July 23, 2020 - November 9, 2020

PARK AVENUE SECURITIES LLC

RIA
CRD#: 46173
LAKE MARY, FL
Past

July 18, 2019 - November 9, 2020

PARK AVENUE SECURITIES LLC

BD
CRD#: 46173
LAKE MARY, FL
Past

May 3, 2018 - June 21, 2019

NYLIFE SECURITIES LLC

BD
CRD#: 5167
MAITLAND, FL
Past

July 7, 2011 - February 23, 2018

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
HATO REY, PR
Past

January 24, 2005 - August 27, 2010

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
HATO REY, PR

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".
IW
IPI WEALTH MANAGEMENT, INC.
IPI ASSET MANAGEMENT, INC. | VOGEL & COMPANY, LLC | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | KOSHINSKI ASSET MANAGEMENT, INC. DBA INVESTMENT PLANNERS | KOSHINSKI ASSET MANAGEMENT INC. | IPI WEALTH MANAGEMENT, INC. | IPI WEALTH MANAGEMENT, INC.

CRD#: 111872 / SEC#: 801-56878

RIA
Registered Investment Advisory firm - (11/1/1999 Approved)

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
(10/22/2020)
RR
Florida
(10/22/2020)
IAR
Florida
(2/18/2021)
RR
Illinois
(1/2/2024)
RR
Puerto Rico
(2/19/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/4/2020
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 2/1/2007
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/4/2019
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 6
Date: 1/21/2005
Investment Company Products/Variable Contracts Representative Examination
SRO Registrations
RR
FINRA

Current Firm

IW
IPI WEALTH MANAGEMENT, INC.
IPI ASSET MANAGEMENT, INC. | VOGEL & COMPANY, LLC | KOSHINSKI ASSET MANAGEMENT, INC.-DBA IPI ASSET MANAGEMENT, INC. | KOSHINSKI ASSET MANAGEMENT, INC. DBA INVESTMENT PLANNERS | KOSHINSKI ASSET MANAGEMENT INC. | IPI WEALTH MANAGEMENT, INC. | IPI WEALTH MANAGEMENT, INC.

CRD#: 111872 / SEC#: 801-56878

RIA
Registered Investment Advisory firm - (11/1/1999 Approved)
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Contact information

Main Address
226 W. Eldorado, Decatur, IL 62522
Mailing Address
P.o. Box 170, Decatur, IL 62525-0170
Phone number
(217) 425-6340
Established
Firm type
Fiscal year end
# of Employees
73

SEC notice filing (47 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

IPI WEALTH MANAGEMENT ADV2A (6/9/2025)

Regulatory assets under management

Total Number of Accounts10,743
AUM (Assets Under Management)$ 2,248,994,441

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

IPI WEALTH MANAGEMENT, INC.

CRD#: 111872Orlando, FL 32827

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