Daniel R. Martin

This firm was started to give people a practical way to know exactly what had to be done at key points over time to succeed financially.

Our flexible approach ensures there is nothing standing between you and a clear plan of action well executed over time. We give you the versatility to choose how we work together and stay in control of your total financial picture with access to fiduciary advice.

We created a way for you to easily understand more about your situation and stay on track to success for the long term. We simplify the abstract concepts of planning into simple concrete steps that summarize how acting now will improve financial outcomes tomorrow.

With us, you can access top tier planning and experienced fiduciary guidance without pressure to move your accounts or say "yes".

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Firm Start Year

No. of Employees

CRD#

Firm CRD#

States Licensed in

Years of Experience in Financial Services

Work with the following types of clients

Advisory Services Provided

Investment Types

Can meet clients in the following ways

Registered Investment Advisor

Registered Representative

Investment Advisor Representative

Acknowledged fiduciary

Compliance Disclosures in Last 5 years

Criminal Disclosures in Last 5 years

Certifications, Accreditations & Designations

Securities Licenses

Insurance and Annuity Licenses

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Fee Structure

Minimum Portfolio Size for New Managed Accounts

Bachelor of Science -

Associate of Applied Science -

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