Steven M. Martinez
KINETIC INVESTMENT MANAGEMENT
Upland, CA 91786
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CRD#: 5687442
Professional summary
Steven Michael Martinez, CFP®, who also goes by Steven Martinez, is a registered financial advisor currently at KINETIC INVESTMENT MANAGEMENT, INC. located in Upland, California.
Steven is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Steven has worked at 6 firms and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Steven Martinez
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 Steven Michael Martinez'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: 2018
Experience
Current
May 20, 2026 - Present
KINETIC INVESTMENT MANAGEMENT, INC.
Office #1: 1425 West Foothill Blvd Suite 125, Upland, CA 91786RIA
CRD#: 283034
Upland, CA
Past
February 1, 2019 - May 19, 2026
REGAL INVESTMENT ADVISORS LLC
RIA
CRD#: 125004
Upland, CA
Past
May 9, 2016 - January 31, 2019
SECURE INVESTMENT MANAGEMENT, LLC
RIA
CRD#: 141195
Upland, CA
Past
June 16, 2015 - April 28, 2016
CENTER STREET ADVISORS, INC.
RIA
CRD#: 169329
UPLAND, CA
Past
January 27, 2014 - July 22, 2015
BROOKSTONE WEALTH ADVISORS, LLC
RIA
CRD#: 137658
UPLAND, CA
Past
August 31, 2011 - March 20, 2013
PROSPERITY CAPITAL ADVISORS
RIA
CRD#: 156480
UPLAND, CA
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".
KI
KINETIC INVESTMENT MANAGEMENT, INC.
300 FINANCIAL GROUP | WEALTH PROTECTION PARTNERS | TOOLSON CAPITAL MANAGEMENT | THRIVERIGHT FINANCIAL GROUP, LLC | THE DIRECT EFFECT | TERRA FIRMA FINANCIAL ADVISORY | STONEBRIAR FINANCIAL | SMRS FINANCIAL ADVISORY | SAFE MONEY RETIREMENT STRATEGIES | SAFE HARBOR SOLUTIONS | RTA & ASSOCIATES | RETIREMENT TRANSITIONS LLC | PROVOST FINANCIAL SERVICES | PRECISE FINANCIAL SOLUTIONS | OZMENT AGENCY | MITCHELL FINANCIAL GROUP | MAXGUARD WEALTH | KINETIC INVESTMENT MANAGEMENT, INC. | KINETIC FINANCIAL | KINETIC AGENCY | FS2 FINANCIAL SERVICES | COTTER FINANCIAL GROUP LLC | CAPITAL INSURANCE GROUP | BUSSENGER FINANCIAL GROUP | BIGGS FINANCIAL SERVICES | BETTRLIFE FINANCIAL SERVICES LLC | BALDWIN FINANCIAL GROUP
CRD#: 283034 / SEC#: 801-118383
RIA
Registered Investment Advisory firm - (4/8/2020 Approved)California
Registered Investment Advisory firm - (5/16/2020 Terminated)Illinois
Registered Investment Advisory firm - (4/8/2020 Terminated)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
California(5/20/2026)
Current Firm
KI
KINETIC INVESTMENT MANAGEMENT, INC.
300 FINANCIAL GROUP | WEALTH PROTECTION PARTNERS | TOOLSON CAPITAL MANAGEMENT | THRIVERIGHT FINANCIAL GROUP, LLC | THE DIRECT EFFECT | TERRA FIRMA FINANCIAL ADVISORY | STONEBRIAR FINANCIAL | SMRS FINANCIAL ADVISORY | SAFE MONEY RETIREMENT STRATEGIES | SAFE HARBOR SOLUTIONS | RTA & ASSOCIATES | RETIREMENT TRANSITIONS LLC | PROVOST FINANCIAL SERVICES | PRECISE FINANCIAL SOLUTIONS | OZMENT AGENCY | MITCHELL FINANCIAL GROUP | MAXGUARD WEALTH | KINETIC INVESTMENT MANAGEMENT, INC. | KINETIC FINANCIAL | KINETIC AGENCY | FS2 FINANCIAL SERVICES | COTTER FINANCIAL GROUP LLC | CAPITAL INSURANCE GROUP | BUSSENGER FINANCIAL GROUP | BIGGS FINANCIAL SERVICES | BETTRLIFE FINANCIAL SERVICES LLC | BALDWIN FINANCIAL GROUP
CRD#: 283034 / SEC#: 801-118383
RIA
Registered Investment Advisory firm - (4/8/2020 Approved)California
Registered Investment Advisory firm - (5/16/2020 Terminated)Illinois
Registered Investment Advisory firm - (4/8/2020 Terminated)Loading...
Contact information
Main Address
633 W 5th Street Suite 1050, Los Angeles, CA 90071
Mailing Address
Phone number
(800) 711-4818
Established
Firm type
Fiscal year end
# of Employees
31
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,857 |
| AUM (Assets Under Management) | $ 348,218,341 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
