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Lane G Martinsen

MARTINSEN WEALTH MANAGEMENT, LLC·TEMPE, Arizona
Unclaimed Profile
7855 S. RIVER PARKWAY, TEMPE, AZ 85284CRD# 6435057Firm CRD# 332433
01

About

Lane G Martinsen is a registered financial advisor based in TEMPE, Arizona, affiliated with MARTINSEN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MARTINSEN WEALTH MANAGEMENT, LLC
MARTINSEN WEALTH MANAGEMENT
AUM
$100M
Regulatory assets under management
Employees
13
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 6435057
Firm CRD# 332433
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lane G Martinsen offer?
Lane G Martinsen specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in TEMPE, Arizona for a consultation.
What are Lane G Martinsen's credentials?
Lane G Martinsen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lane G Martinsen located?
Lane G Martinsen is based in TEMPE, Arizona, working with MARTINSEN WEALTH MANAGEMENT, LLC. Their office serves clients in the TEMPE metropolitan area and surrounding communities.
How does Lane G Martinsen charge for services?
Lane G Martinsen's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARTINSEN WEALTH MANAGEMENT, LLC?
MARTINSEN WEALTH MANAGEMENT, LLC has approximately 13 employees and manages $100M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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