CM
Casey M. Martens
INVESTGRO
BRENTWOOD, TN 37027
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CRD#: 8206059
CM
Casey Michael MartensINVESTGRO
Professional summary
Casey Michael Martens is a registered financial advisor currently at INVESTGRO LLC located in Brentwood, Tennessee.
Casey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Casey has worked at 1 firm and has passed the Series 65 and SIE exams.
At a Glance
Always Fiduciary
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.
CRS (Client Relationship Summary) - RIA
Click below to view Casey Michael Martens'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®
NoneExperience
Current
January 6, 2026 - Present
INVESTGRO LLC
Office #1: 8 Cadillac Drive Suite 300 Office 3104, Brentwood, TN 37027RIA
CRD#: 332766
BRENTWOOD, TN
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
Tennessee(1/6/2026)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
IL
INVESTGRO LLC
INVESTGRO LLC
CRD#: 332766 / SEC#:
Tennessee
Registered Investment Advisory firm - (8/19/2024 Approved)Loading...
Contact information
Main Address
1982 Providence Pkwy Suite 257, Mt. Juliet, TN 37122
Mailing Address
Phone number
(615) 927-3509
Established
Firm type
Fiscal year end
# of Employees
1
0
Red Flags
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