Travis M. Martinek

BENCHMARK FINANCIAL

Cedar Falls, IA 50613

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CRD#: 6842000

Professional summary

Travis Michael Martinek is a registered financial advisor currently at BENCHMARK FINANCIAL located in Cedar Falls, Iowa.

Travis is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Travis has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

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.

Job Summary: The Enrollment Specialist II - Retirement Plan Services is responsible for developing, leading, and delivering employee education meetings for our retirement plan services clients and their employees. Start Date 8/1/2022. 40 hours / week

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Michael 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®

None

Experience

Current

March 10, 2023 - Present

BENCHMARK FINANCIAL

Office #1: 2616 Orchard Drive Ste C-1, Cedar Falls, IA 50613

RIA

CRD#: 314535

Cedar Falls, IA

Past

November 14, 2022 - December 31, 2022

BENCHMARK FINANCIAL

RIA

CRD#: 314535

CEDAR FALLS, IA

Past

September 21, 2022 - November 1, 2023

AVANTAX PLANNING PARTNERS, INC.

RIA

CRD#: 106237

Dubuque, IA

Past

May 23, 2021 - August 29, 2022

BENCHMARK FINANCIAL

RIA

CRD#: 314535

CEDAR FALLS, IA

Past

November 23, 2017 - August 26, 2021

VERSIFIED INVESTING

RIA

CRD#: 289367

Clive, IA

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

Iowa
(3/10/2023)

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 65

Date: 5/15/2017

Uniform Investment Adviser Law Examination

Current Firm

BENCHMARK FINANCIAL

BENCHMARK FINANCIAL | BENCHMARK FINANCIAL, LLC

CRD#: 314535 / SEC#:

Iowa

Registered Investment Advisory firm - (5/20/2021 Approved)

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Contact information

Main Address

2616 Orchard Drive Ste C-1, Cedar Falls, IA 50613

Mailing Address

Phone number

(319) 727-8383

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 26,213,177

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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Travis M. Martinek

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Travis Michael Martinek's CRS (Customer Relationship Summary).

Certified licenses

Experience

BENCHMARK FINANCIAL

BENCHMARK FINANCIAL

AVANTAX PLANNING PARTNERS, INC.

BENCHMARK FINANCIAL

VERSIFIED INVESTING

State Registrations and Notice Filings

Exams

Series 65

Date: 5/15/2017

Current Firm

BENCHMARK FINANCIAL

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BENCHMARK FINANCIAL

TRUST BUT VERIFY

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