Brian Eugene Martin

CFP

Strategic Wealth Partners, LTD.

34 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Strategic Wealth Partners, LTD.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

19 advisors

Number of Clients

1,778 clients

Average Client Portfolio

$745K average

Assets Under Management

$1.3B

Fee Structure

Minimum Investment:$500K

Financial Planning:Included in AUM fee

Location

Indianapolis, IN

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History

Regulatory History (1)

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Judgment / Lien

June 2016

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Other Business ActivitiesSells Insurance

Brian is an advisor with Cambridge Financial Consultants, LLC, selling life insurance and annuities, dedicating a few hours per week. He is also an owner/advisor with Cambridge Financial Consultants, LLC, providing investment advisory services, spending nearly full-time on this activity.

Employment History

Current Registrations

Strategic Wealth Partners, LTD.

September 2023 - Present · 2 yrs 5 mos

Previous Registrations

Securities America, INC.Broker

December 2015 - September 2023 · 7 yrs 9 mos

Securities America Advisors, INC.

December 2015 - September 2023 · 7 yrs 9 mos

Cfg Wealth Management Services INC

October 2015 - December 2015 · 2 mos

1st Global Capital CORP.Broker

October 2004 - July 2015 · 10 yrs 9 mos

1st Global Advisors INC

October 2004 - July 2015 · 10 yrs 9 mos

Lincoln Financial Advisors Corporation

February 2001 - October 2004 · 3 yrs 8 mos

The Lincoln National Life Insurance CompanyBroker

February 2001 - October 2004 · 3 yrs 8 mos

Lincoln Financial Advisors CorporationBroker

February 2001 - October 2004 · 3 yrs 8 mos

Park Avenue Securities LLCBroker

May 1999 - February 2001 · 1 yr 9 mos

Guardian Investor Services CorporationBroker

April 1996 - May 1999 · 3 yrs 1 mo

Delta Equity Services CorporationBroker

May 1995 - November 1995 · 6 mos

Foundation Investors Securities CORP.Broker

September 1994 - May 1995 · 8 mos

Laughlin Group Advisors, INC.Broker

November 1993 - September 1994 · 10 mos

Financial Network Investment CorporationBroker

May 1993 - November 1993 · 6 mos

Lincoln Financial Advisors CorporationBroker

April 1992 - April 1993 · 1 yr

The Lincoln National Life Insurance CompanyBroker

April 1992 - April 1993 · 1 yr

Garco Equity Sales, INC.Broker

October 1991 - February 1992 · 4 mos

Marketing One Securities, INC.Broker

May 1989 - September 1990 · 1 yr 4 mos

John Hancock Distributors, INC.Broker

March 1989 - June 1989 · 3 mos

John Hancock Mutual Life Insurance CompanyBroker

March 1989 - June 1989 · 3 mos

State Registrations2 states

INNE

Advisor

Exams

No exam information available for this advisor.