Martha Stucki Williams
CFP®Professional Summary
Martha Stucki Williams, CFP®, who also goes by Martha S Mackres, Martha Elizabeth Stucki, Martha S Williams, was a registered financial advisor. Martha was a previously registered financial professional and started their career in finance 2007 - 2025. Martha had worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Who I Serve
Services Offered
- Investment Management
- Cashflow & Budgeting
- Retirement Planning
- Financial Planning
- Risk Management & Insurance
Specializations
Biography
When I’m not helping clients with their personal finances, I love to travel and spend time with my family and friends. I am married with two adult children and an adult step-daughter.
Other Aliases
Martha S Mackres, Martha Elizabeth Stucki, Martha S Williams
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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 are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
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
19 years registered in the securities industry
Current & Past Employments
Past
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Current Firm
WILLIAMS WEALTH SERVICES | WILLIAMS WEALTH SERVICES, LTD
Contact Information
Main Address
3380 Travis Pointe Rd Suite E1, Ann Arbor, MI 48108Phone Number
(734) 786-3870# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
147AUM (Assets Under Management)
$18,337,709Similar 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 Martha
- Investment Management
- Cashflow & Budgeting
- Retirement Planning
- Financial Planning
- Risk Management & Insurance
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