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Frank Martin

Advisor at LPL Financial

Updated today

Location

Michigan City, IN 46360

Credentials

CFP®, Series 66

Industry experience

21 years

About

Frank Martin is a CFP® professional with 21 years of industry experience, currently serving at LPL Financial since 2023. His prior experience includes roles at Bank of America and Merrill Lynch, spanning nearly two decades. LPL Financial provides advisory and brokerage services to a broad range of clients, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting

Occupation focus

Based on LPL Financial

Founder/Business Owner Retired

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Fee options

Fixed

Financial planning and consulting services may be charged a flat fee as negotiated.

Commissions

Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.

Project-based

Financial planning hourly fees up to $500 per hour.

Other

Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.

Location

720 Franklin St

Michigan City, IN 46360

Most active in

Indiana · Texas

Work history

LPL Financial

2023 - Present (3 years)

Notre Dame Federal Credit Union

2023 - 2024 (1 year)

Bank Of America,Na

2009 - 2023 (14 years)

Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691

2005 - 2023 (18 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Anthony Gibertini is a financial advisor at Gibertini, Anthony with a Series 65 designation and two years of industry experience. He also works as a firefighter for the City of La Porte, a position he has held since 2017. The firm provides general investment advice to individual investors through an interactive website, focusing on stocks, bonds, and market indices. It does not take custody of client assets or execute trades, instead offering tailored recommendations based on client suitability factors such as experience and risk tolerance.

Passive / index investing
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Michael H

Series 65

Chesterton, IN

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Michael Halloran is a financial advisor at Seek & Find Financial with a Series 65 designation and one year of industry experience. Prior to joining the firm, he worked in various roles across multiple industries, including five years at Summers of Brownsburg, Inc. Seek & Find Financial provides portfolio management and pension consulting services to corporations, high-net-worth individuals, and other clients. The firm employs a long-term investment approach using modern portfolio theory and quantitative analysis, and offers both discretionary and non-discretionary management tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities
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Hayden K

Series 65

Chesterton, IN

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Hayden Kaminski is a financial advisor at Seek & Find Financial with a Series 65 designation and over six years of professional experience. His background includes roles at Purdue University Northwest, Blue Sky Financial Partners, and the IBEW Local 531. He has also worked in education and the golf industry. Seek & Find Financial provides portfolio management and pension consulting services to corporations, high-net-worth individuals, and other clients. The firm uses a combination of modern portfolio theory, quantitative and technical analysis, and offers both discretionary and non-discretionary management tailored to client goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities
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Daniel D

Series 66

Chesterton, IN

Seek & Find Financial

Daniel Delaney is a financial advisor at Seek & Find Financial with seven years of industry experience. He holds a Series 66 designation and has worked at firms including CreativeOne Wealth/CHANGEPATH and Wells Fargo Advisors. In addition to his advisory role, he provides business consulting focused on tax and operations, receiving fees from consulting agreements and client referrals. Seek & Find Financial offers portfolio management and pension consulting to corporations, high-net-worth individuals, and other clients. The firm employs a long-term, model-based investment approach incorporating ETFs, mutual funds, fixed income, and other securities, with both discretionary and non-discretionary management tailored to clients' goals and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities
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David O

CFP®, Series 63

La Porte, IN

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David Osborn is a CFP® with 16 years of industry experience, currently serving as an advisor at Rossby Financial, LLC. He has been involved with OSBORN Wealth Management since 2009 and maintains an interest in AyarBorn Properties, LLC. Rossby Financial is a Registered Investment Adviser providing portfolio management, financial planning, and retirement consulting to a diverse client base, including individuals, trusts, charitable organizations, and corporate entities. The firm employs multiple investment analysis methods and customizes strategies based on client risk tolerance and time horizons.

Wealth management
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Kevin O

Series 65

Chesterton, IN

Aspirean Wealth, LLC

Kevin Ostafinski is a financial advisor with Aspirean Wealth, LLC in Chesterton, IN. He holds a Series 65 designation and has professional experience that includes roles at CLH CPA's & Associates, Luke Family of Brands, and service in the United States Navy. Ostafinski joined Aspirean Wealth in 2025. Aspirean Wealth provides advisory services to individuals, high net worth clients, and employer-sponsored retirement plans, focusing on long-term, asset-allocation-driven strategies using broadly diversified, passively managed mutual funds and ETFs. The firm manages approximately $195 million in assets and employs a team-based approach with ongoing portfolio oversight and periodic client reviews.

Passive / index investing General tax planning Retirement plans for business owners (SEP, solo 401k)
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