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CRD#: 17409
BD

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FIRM PROFILE

Assets Under Management:No Information
Clients per Registered Employee:No Information
Total Number of Employees:No Information
Clients per Employee:No Information
Total Number of Individual Clients:No Information
Total Number of HNWI Clients:No Information
Average Individual Client Account Size:No Information
Average HNWI Account Size:No Information

Overview

MARTINSON & COMPANY, LTD. is located at 140 Barry Avenue North, Wayzata, MN 55391 and was first established at Kansas City, Minnesota in 08/28/1985. After operating for 40 years, MARTINSON & COMPANY, LTD. has amassed assets under management in the amount of $0 spanning over 0 clients at the firm. A breakdown of these figures indicates that 0% of MARTINSON & COMPANY, LTD.’s clients are individuals and 0% of their clients are high net worth individuals. MARTINSON & COMPANY, LTD. has 0 total employees and of those employees, 0 can be registered with one or both FINRA and the SEC. 0% percentage at MARTINSON & COMPANY, LTD. are registered to handle securities or provide financial advice. The firm has 0 disclosures, 0 being regulatory events, 0 being client events, and 0 events that have led to arbitration. Firm disclosures can occur for a number of reasons and we encourage every investor to review and perform their due diligence, as appropriate, before moving forward. You will be able to access MARTINSON & COMPANY, LTD.‘s brochures, the Form ADV, the Customer Relationship Summary (CRS), Accountant Surprise Examination Reports, and direct owners and executive officers. You will also see a list of services offered, fees & costs, conflicts of interest, and any and all related websites to the firm. In addition to these data points, our database will allow you to find every registered employee at MARTINSON & COMPANY, LTD.. Using your dashboard, you can access advisor disclosures (if any), run background checks, save, compare, and monitor your advisor for the life of your relationship. If you are still deciding which financial advisor would be best suited for your needs, our free members get access to our comparison tool which allows anyone to see relevant data points for each financial advisor and their firms in a side-by-side comparison.

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Where the Statistical Data for MARTINSON & COMPANY, LTD. Comes From

Understanding the Statistics for MARTINSON & COMPANY, LTD. and How They Compare to Other Firms Through Our Analysis

Average Account Value
Individuals
No Information
HNWI
No Information
Breakdown of Assets Under Management
Total Client Assets:
No Information
Individuals
No Information
HNWI
No Information
MISC
No Information
Employees
Total
No Information
Registered
No Information
Client Ratios
No Information
No Information
Clients
Total
No Information
Individuals
No Information
HNWI
No Information
Firm Disclosures
No Disclosures

FIRM INFORMATION

Main Address
140 Barry Avenue North, Wayzata, MN 55391
Mailing Address
140 Barry Avenue North, Wayzata, MN 55391
Firm Size
Small
Phone Number
(952) 473-4133
Established
Minnesota since 08/28/1985
Firm Type
Corporation
Fiscal year end
June
Related websites
Participation or Interest in Client Transactions
Self-custody

FIRM DOCUMENTS


DIRECT OWNERS & EXECUTIVE OFFICERS

NameTitleAquiredCRD#
MARTINSON, THOMAS JAMES SRSOLE OWNER DIRECTOR, PRESIDENT, CFO, CCO, SECRETARY812834

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Advisor's working at MARTINSON & COMPANY, LTD.

KD

Kenneth Thomas Decubellis

Ken Decubellis
RR
CRD#: 8006014
Location:
Wayzata, MN 55391
Company:
MARTINSON & COMPANY, LTD.
Disclosures:
Experience:
1 year
View Profile
RF

Robert Wagner Fullerton

RR
CRD#: 1159288
Location:
Wayzata, MN 55391
Company:
MARTINSON & COMPANY, LTD.
Disclosures:
Experience:
38 years
View Profile
TM

Thomas James Martinson SR

Tom Martinson Sr.
RR
CRD#: 812834
Location:
Wayzata, MN
Company:
MARTINSON & COMPANY, LTD.
Disclosures:
Experience:
48 years
View Profile
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