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WG

William B. Goaslind

MARTINSEN WEALTH MANAGEMENT
TEMPE, AZ 85284
Some features on this profile are disabled
CRD#: 7573086
WG

Professional summary

William Bradford Goaslind is a registered financial advisor currently at MARTINSEN WEALTH MANAGEMENT located in Tempe, Arizona.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. William has worked at 2 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 William Bradford Goaslind'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®
None

Experience

Current

September 25, 2024 - Present

MARTINSEN WEALTH MANAGEMENT

Office #1: 7855 S. River Parkway Suite 201, Tempe, AZ 85284
RIA
CRD#: 332433
TEMPE, AZ
Past

August 15, 2022 - October 1, 2024

FIRST ADVISORS NATIONAL, LLC

RIA
CRD#: 166212
Phoenux, AZ

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".
MW
MARTINSEN WEALTH MANAGEMENT
MARTINSEN WEALTH ADVISORY SOLUTIONS, LLC | MARTINSEN WEALTH MANAGEMENT, LLC | MARTINSEN WEALTH MANAGEMENT

CRD#: 332433 / SEC#: 801-130933

RIA
Registered Investment Advisory firm - (8/16/2024 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
Arizona
(9/25/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/2/2022
Uniform Investment Adviser Law Examination

Current Firm

MW
MARTINSEN WEALTH MANAGEMENT
MARTINSEN WEALTH ADVISORY SOLUTIONS, LLC | MARTINSEN WEALTH MANAGEMENT, LLC | MARTINSEN WEALTH MANAGEMENT

CRD#: 332433 / SEC#: 801-130933

RIA
Registered Investment Advisory firm - (8/16/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
7855 S. River Parkway Suite 201, Tempe, AZ 85284
Mailing Address
Phone number
(480) 550-6556
Established
Firm type
Fiscal year end
# of Employees
19

SEC notice filing (9 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MARTINSEN WEALTH MANAGEMENT, LLC WRAP FEE BROCHURE (2/18/2026)
MARTINSEN WEALTH MANAGEMENT, LLC 2A (2/18/2026)

Regulatory assets under management

Total Number of Accounts846
AUM (Assets Under Management)$ 143,208,495

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

MARTINSEN WEALTH MANAGEMENT

CRD#: 332433Tempe, AZ 85284

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