A complete list of active advisors currently associated with Martinsen Wealth Management

Warmer can help you find a great advisor at Martinsen Wealth Management or one who fits your needs even better.

Martinsen Wealth Management (MWM) provides investment advisory and financial planning services to individuals, high‑net‑worth individuals, trusts, estates, corporations, and retirement plans. The brochure describes portfolio management delivered through model portfolios and direct asset management, plus ancillary services such as estate‑planning coordination, credit and identity‑theft monitoring, and paid educational seminars. The firm generally manages accounts on a discretionary basis and implements both proprietary and third‑party model portfolios via an arrangement with AE Wealth Management; its investment toolkit includes direct indexing, strategic and tactical asset allocation, and option strategies such as covered call writing. MWM operates a wrap‑fee program for its asset management clients and routes billing, trading, and reporting through AE Wealth Management as disclosed in the brochure. Noteworthy distinctions include an affiliated tax‑preparation business (M50 Tax Pros, LLC) and an affiliated insurance agency; the brochure discloses that many of the firm’s financial professionals are licensed insurance agents, spend substantial time on insurance sales, and may receive commission‑based compensation in addition to advisory fees. The firm also describes relationships with an insurance marketing organization (Advisors Excel), discloses these potential conflicts in its code of ethics, and offers non‑investment services (estate planning support and credit/identity monitoring) that are not typical for all peer teams.

To learn more about the advisors currently working at Martinsen Wealth Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.