Benjamin R. Martinek
BONA FIDE FINANCE
Bismarck, ND
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CRD#: 6036183
Professional summary
Benjamin Robert Martinek, CFP® is a registered financial advisor currently at BONA FIDE FINANCE located in Bismarck, North Dakota.
Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Benjamin has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Biography
I’m Ben Martinek, founder of Bona Fide Finance, Latin for “in good faith”. I make the promise to prepare each client for their future according to the standards of good finance and good sense
On the personal side, I’m the fourth of nine children and grew up in rural Indiana. Early in life, I felt strongly moved to serve others and thus attended seminary, graduating with a Bachelor of Arts in philosophy and classical languages. Having once considered an academic career, I continued my philosophy studies and obtained a master’s degree. Upon realizing the challenges with the job market in academia, I sought other career paths, some of which included construction and truck driving–in fact, my wife Deb and I spent the first few years of our marriage as team over-the-road truck drivers, logging over 600,000 miles in the “lower 48,” visiting every metropolitan area and traveling over 90% of the Interstates in the US!—before deciding that financial planning should be the focus of my talents and career efforts.
I work hard, but also relish in the fruit of my labor. In addition to my studies pertaining to finance and philosophy, I also likes to garden, hike, make home improvements, and woodwork. I relax by grilling, smoking a pipe, and canoeing the Missouri River. From time to time, I also teach Business Ethics and other financial planning courses at our local university.
My wife and two beautiful daughters live in Bismarck, North Dakota, where we happily endure the cold winters!
Question & Answer
What are your service offerings?
Debt Management
Employee and Employer Plan Ben...
Tax Planning
Insurance Planning
Comprehensive Financial Planni...
Budgeting
Investment Planning
Retirement Planning
Do you have an area of expertise or specialization?
Cash Flow/Budgets/Credit Issue...
Financial Psychology/Coaching
Hourly
Investment Advice with Ongoing...
Investment Advice without Ongo...
Middle Income Client Needs
Are you a "fiduciary"?
Yes
Aliases
None
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.
Ben Martinek is a co-founder of Magni Publicani LLP (MP) Doing Business As Magni Tax Experts. This activity accounts for approximately 25% of his time.
CRS (Client Relationship Summary) - RIA
Click below to view Benjamin Robert Martinek'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: 2017
Experience
Current
September 30, 2015 - Present
BONA FIDE FINANCE
RIA
CRD#: 281078
Bismarck, ND
Past
January 26, 2016 - March 10, 2016
MELISSA BUNTON DBA ARTISAN FINANCE
RIA
CRD#: 174209
BISMARCK, ND
Past
June 11, 2012 - October 10, 2013
THRIVENT INVESTMENT MANAGEMENT INC.
RIA
CRD#: 18387
BISMARCK, ND
Past
May 4, 2012 - October 10, 2013
THRIVENT INVESTMENT MANAGEMENT INC.
BD
CRD#: 18387
BISMARCK, ND
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(4/9/2020)
IAR
Louisiana(11/19/2024)
IAR
North Dakota(9/30/2015)
IAR
Texas(4/28/2020)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
BONA FIDE FINANCE
BONA FIDE FINANCE | BONA FIDE FINANCE, LLC
CRD#: 281078 / SEC#:
California
Registered Investment Advisory firm - (4/9/2020 Approved)Louisiana
Registered Investment Advisory firm - (11/19/2024 Approved)North Dakota
Registered Investment Advisory firm - (9/30/2015 Approved)Texas
Registered Investment Advisory firm - (4/24/2020 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Mandan, ND
Mailing Address
547 S. 7th Street #370, Bismarck, ND 58504
Phone number
(701) 989-9840
Established
Firm type
Fiscal year end
# of Employees
3
Regulatory assets under management
| Total Number of Accounts | 51 |
| AUM (Assets Under Management) | $ 14,007,193 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
