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Gary Michael Martinez

Advisor at Gary M. Martinez — Mulvane, KS

Updated today

Credentials

Series 63

Experience

33 years

Location

Mulvane, KS 67110

Gary M. Martinez

Independent

Total advisors

1

Clients per advisor

88 Very High

Avg AUM per client

$298,092 Low

HNW client ratio

0% Low

About

Gary Martinez is the sole advisor at Gary M. Martinez, an independent firm based in Mulvane, Kansas. He holds a Series 63 designation and has 33 years of industry experience, practicing under his own firm since 1992. Previously, his services included insurance and tax offerings, which he has since discontinued. Gary M. Martinez primarily serves individual clients, as well as trusts, estates, pension and profit-sharing plans, and corporate entities. The firm provides discretionary portfolio management and financial planning, focusing on fundamental research and long-term holdings, with periodic reviews and client assets held at third-party custodians.

Client services

Based on Gary M. Martinez

Financial planning Portfolio management

Expertise

Based on Gary M. Martinez

General retirement planning

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Fee options

Percentage

1.5% annually

Project-based

$150 per hour

Location

Mulvane, KS

1100 SE Louis Drive

Mulvane KS 67110

Advisors at this office

1

Most active in

Kansas

Work history

33 years of industry experience

Gary M. Martinez

1992 - Present • 34 years

Mulvane, KS

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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Michael S

Series 63, Series 66

Rose Hill, KS

Tower Financial Strategies Corp.

Michael Snow is a financial advisor with Tower Financial Strategies Corp. in Rose Hill, KS. He holds Series 63 and Series 66 designations and has 13 years of industry experience. His prior work includes roles at Textron Aviation, Mountain Aviation, Eagle Strategies, and New York Life Insurance. Snow volunteers as a board member for the Augusta Municipal Airport and supports the Tower Aviation Institute, a volunteer aviation education organization. Tower Financial Strategies Corp. provides financial planning and advisory services to individuals, charitable organizations, and businesses, primarily through non-discretionary client relationships and referrals to third-party investment managers. The firm also offers insurance products and alternative investments while conducting ongoing due diligence and reviews of recommended managers.

Options & derivatives strategies Annuities
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Jeremy R

Series 65

Haysville, KS

Summit Wealth LLC

Jeremy Rowley is a financial advisor at Summit Wealth LLC in Haysville, Kansas, holding a Series 65 designation with one year of industry experience. He also serves as a tax advisor for SR Accounting Service Inc., where he has worked since 2013. Summit Wealth LLC provides ongoing portfolio management and financial planning services primarily for individual clients, utilizing multiple analysis methods and emphasizing long-term trading with customized model allocations. The firm prepares Investment Policy Statements for clients and offers both discretionary and non-discretionary management, with accounts reviewed at least quarterly.

Passive / index investing General retirement planning
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Peter T

CFP®, Series 66

Derby, KS

Tomassi Financial Planning, LLC

Peter Tomassi is a CFP® professional with 20 years of experience and serves as the sole advisor at Tomassi Financial Planning, LLC in Wichita, KS. He has been an adjunct professor of finance at Liberty University since 2013. Tomassi holds the Series 66 designation and has worked at his own firm since 2013. Tomassi Financial Planning advises individuals, including high-net-worth clients, as well as banks and charitable organizations. The firm provides fee-based financial planning, discretionary portfolio management, and educational seminars, employing a client-specific Investment Policy Statement and a range of analytical methods and trading techniques.

Income planning College savings (529s, UTMA, etc.) Annuities Options & derivatives strategies
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Elijah C

Series 66

Wichita, KS

Legacy Map Design, LLC

Elijah Copas is a financial advisor with Legacy Map Design, LLC in Wichita, KS, holding a Series 66 designation and nine years of industry experience. He previously worked at The O.N. Equity Sales Company and Ohio National Financial Services. Outside of advising, he serves as a standardized patient for Kansas University Medical School, assisting in medical student training. Legacy Map Design provides portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, and business entities. The firm follows a non-discretionary investment approach based on modern portfolio theory, emphasizing tailored asset allocation and long-term strategies.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Debt management
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Lance R

Series 66

Wichita, KS

Legacy Map Design, LLC

Lance Rappard is a financial advisor with Legacy Map Design, LLC in Wichita, KS, holding a Series 66 designation and 15 years of industry experience. He has worked at Legacy Map Design since 2013 and previously held roles at On Investment Management Co, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory work, Mr. Rappard serves as president of the Lance Rappard Insurance Agency, where he provides life insurance and annuity recommendations. Legacy Map Design offers portfolio management, financial planning, and business consulting services to individuals, high-net-worth clients, and business entities. The firm employs a non-discretionary investment approach based on modern portfolio theory, emphasizing tailored asset allocation and quarterly reviews documented in individualized Investment Policy Statements.

Wealth management General retirement planning College savings (529s, UTMA, etc.) Debt management
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Michael E

Series 66

Douglass, KS

Madison Avenue Securities, LLC

Michael Erwin is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 designation and bringing nine years of industry experience. Prior to joining Madison Avenue Securities in 2020, he worked at Edward Jones for three years. He also served 19 years in the Kansas Army National Guard. Outside of his advisory role, Erwin is a member of the board of directors for the Museum of Kansas National Guard. Madison Avenue Securities provides investment advisory and brokerage services primarily to individual and high‑net‑worth clients, as well as pension consulting, college-savings assistance, and services for charitable institutions, foundations, and trusts. The firm employs multiple portfolio management approaches and offers both discretionary and non-discretionary options, serving approximately 14,000 clients through 91 advisors.

Annuities College savings (529s, UTMA, etc.) Founder/Business Owner
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