Michael D. Martin

BASECAMP WEALTH ADVISORS

BELLEVUE, WA 98004

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CRD#: 5795908

Professional summary

Michael David Martin, CFP®, who also goes by Michael Martin, is a registered financial advisor currently at BASECAMP WEALTH ADVISORS, LLC located in Bellevue, Washington.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 9 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Martin

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Martin'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

April 9, 2025 - Present

BASECAMP WEALTH ADVISORS, LLC

Office #1: 10900 Ne 8th Street #1620, Bellevue, WA 98004

RIA

CRD#: 334018

BELLEVUE, WA

Past

January 31, 2021 - March 20, 2025

THE CLARIUS GROUP, LLC

RIA

CRD#: 173347

SEATTLE, WA

Past

October 21, 2020 - January 25, 2021

PATHSTONE

RIA

CRD#: 151736

BELLEVUE, WA

Past

December 19, 2017 - September 30, 2020

CORNERSTONE ADVISORS INC

RIA

CRD#: 110908

BELLEVUE, WA

Past

November 3, 2015 - May 3, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LYNNWOOD, WA

Past

November 3, 2015 - May 3, 2016

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LYNNWOOD, WA

Past

April 5, 2013 - October 12, 2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED

RIA

CRD#: 793

BELLEVUE, WA

Past

April 5, 2013 - October 12, 2015

STIFEL, NICOLAUS & COMPANY, INCORPORATED

CRD#: 793

BELLEVUE, WA

Past

January 14, 2013 - April 5, 2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

CRD#: 11025

BELLEVUE, WA

Past

January 2, 2013 - April 5, 2013

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

RIA

CRD#: 11025

BELLEVUE, WA

Past

July 26, 2011 - February 27, 2012

MORGAN STANLEY

RIA

CRD#: 149777

BELLEVUE, WA

Past

July 26, 2011 - February 27, 2012

MORGAN STANLEY

CRD#: 149777

BELLEVUE, WA

Past

August 13, 2010 - May 6, 2011

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

BELLEVUE, WA

Past

June 23, 2010 - May 6, 2011

EQUITABLE ADVISORS, LLC

CRD#: 6627

BELLEVUE, WA

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".

BASECAMP WEALTH ADVISORS, LLC

CRD#: 334018 / SEC#: 801-131913

RIA

Registered Investment Advisory firm - (2/7/2025 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.

Highlighted states indicate IAR registrations

IAR

Washington
(4/9/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/12/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 5/3/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/22/2010

General Securities Representative Examination

Current Firm

BASECAMP WEALTH ADVISORS, LLC

CRD#: 334018 / SEC#: 801-131913

RIA

Registered Investment Advisory firm - (2/7/2025 Approved)

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Contact information

Main Address

10900 Ne 8th Street #1620, Bellevue, WA 98004

Mailing Address

P.o Box 40130, Bellevue, WA 98015

Phone number

(425) 553-0031

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A BROCHURE (6/4/2025)

Regulatory assets under management

Total Number of Accounts	187
AUM (Assets Under Management)	$ 882,305,000

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.

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Advisor Monitoring

Firm Stability Insights

Michael D. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael David Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE CLARIUS GROUP, LLC

PATHSTONE

CORNERSTONE ADVISORS INC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

STIFEL, NICOLAUS & COMPANY, INCORPORATED

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

MORGAN STANLEY

MORGAN STANLEY

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

Primary Firm SEC Registration

BASECAMP WEALTH ADVISORS, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 8/12/2010

SIE

Date: 5/3/2016

Series 7

Date: 6/22/2010

Current Firm

BASECAMP WEALTH ADVISORS, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BASECAMP WEALTH ADVISORS, LLC

TRUST BUT VERIFY

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