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Travis M. Martinek

BENCHMARK FINANCIAL
Cedar Falls, IA 50613
Some features on this profile are disabled
CRD#: 6842000
TM

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.
The advisor shows no other business activity.

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)

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 | 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
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts6
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.

Company Information

BENCHMARK FINANCIAL

BENCHMARK FINANCIAL

CRD#: 314535Cedar Falls, IA 50613

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