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Gary Martinez

Advisor at Gary M. Martinez

Updated today

Location

Mulvane, KS 67110

Credentials

Series 63

Industry experience

33 years

About

Gary Martinez is the sole advisor at Gary M. Martinez, an independent firm based in Mulvane, KS. He holds a Series 63 designation and has 33 years of industry experience, having operated his firm since 1992. The firm primarily serves individual clients and also advises trusts, estates, pension and profit-sharing plans, and corporate accounts. It manages approximately $26.2 million across 88 client relationships, providing discretionary portfolio management and financial planning services that include retirement, education funding, estate, risk-management, and tax planning. The investment approach relies on fundamental research and typically involves individual securities, ETFs, and mutual funds, with a preference for long-term holdings alongside occasional shorter-term trading strategies.

Client services

Based on Gary M. Martinez

Financial planning Portfolio management

Expertise

Based on Gary M. Martinez

Life insurance needs analysis Long-term care insurance Annuities General retirement planning

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Fee options

Percentage

1.5% annually, negotiable

Project-based

$150 per hour, negotiable

Location

1100 Se Louis Drive

Mulvane, KS 67110

Most active in

Kansas

Work history

Gary M. Martinez

1992 - Present (34 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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Michael S

Series 63, Series 66

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Michael Snow is a financial advisor with Tower Financial Strategies Corp. in Rose Hill, Kansas, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His prior roles include positions at Textron Aviation, Mountain Aviation, Eagle Strategies LLC, and New York Life Insurance Company. Outside of his advisory work, Snow serves as a board member for the Augusta Municipal Airport and volunteers with the Tower Aviation Institute, an aviation education organization. Tower Financial Strategies Corp. provides financial planning and investment advisory services to individuals, charitable organizations, and business entities, typically delivering one-time financial plans and referring clients to third-party investment managers. The firm also advises on and offers insurance products, annuities, ETFs, hedge funds, and private equity funds, operating primarily through non-discretionary client relationships and emphasizing due diligence of third-party managers.

Options & derivatives strategies Annuities
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Haysville, KS

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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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Wichita, KS

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Wealth management College savings (529s, UTMA, etc.) Debt management
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Wichita, KS

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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 College savings (529s, UTMA, etc.) Debt management
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Michael E

Series 66

Derby, KS

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Michael Erwin is a financial advisor with Madison Avenue Securities, LLC, holding a Series 66 credential and eight years of industry experience. Prior to joining Madison Avenue Securities in 2020, he worked at Edward Jones from 2017 to 2020 and served in the Kansas Army National Guard for 19 years. He is a member of the board of directors for the Museum of Kansas National Guard. Madison Avenue Securities provides investment advisory and related services to individuals, charitable institutions, foundations, trusts, and retirement plans. The firm manages approximately $2.0 billion in assets and offers portfolio management, financial planning, pension consulting, and college-savings services through a network of investment adviser representatives.

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

Series 65

Derby, KS

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Yezmin Thomas is a financial advisor at Plancorp, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Cambridge Investment Research Advisors and Entravision Communications. In addition to her advisory role, she operates Yezmin Thomas Media, LLC, a small business selling stationery and journals. Plancorp serves individuals and families, business owners, retirement plan sponsors, nonprofits, and institutional clients with fee-only wealth and investment management and comprehensive financial planning. The firm employs a committee-driven investment process based on Modern Portfolio Theory and holds CEFEX certification for fiduciary practices.

Tax-loss harvesting Business exit / sale strategy Founder/Business Owner Executive
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