Benjamin Robert Martinek
BM
CFP
Benjamin Robert Martinek
BM
CFP

Benjamin Robert Martinek

11 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningFinancial Planning & CoachingInsurance PlanningInvestment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
51 clients
Average Client Portfolio
$275K average
Assets Under Management
$14.0M

Fee Structure

Minimum Investment:None
Financial Planning:Included in AUM fee
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Benjamin Robert Martinek
BM
Benjamin Robert Martinek

Location

Bismarck, ND

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Benjamin is a co-founder of Magni Publicani LLP, operating as Student Loan Tax Experts. This activity takes about a quarter of his time.

Employment History
Current Registrations
Bona Fide Finance
September 2015 - Present · 10 yrs 5 mos
Previous Registrations
Melissa Bunton DBA Artisan Finance
January 2016 - March 2016 · 2 mos
Thrivent Investment Management INC.
June 2012 - October 2013 · 1 yr 4 mos
State Registrations4 states
CALANDTX
Advisor
Exams
No exam information available for this advisor.
Additional Information

I’m Ben Martinek, founder of Bona Fide Finance, Latin for “in good faith”. I make the promise to prepare each client for their future according to the standards of good finance and good sense

Benjamin Robert Martinek
BM
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Benjamin Robert Martinek