Unclaimed Profile

Lane G Martinsen

MARTINSEN WEALTH MANAGEMENT, LLC·TEMPE, Arizona

Series 65Clean record11 years registeredMARTINSEN WEALTH MANAGEMENT, LLC

7855 S. RIVER PARKWAY, TEMPE, AZ 85284CRD# 6435057Firm CRD# 332433

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lane G Martinsen · TEMPE, AZ

Registration

CRD #6435057 · MARTINSEN WEALTH MANAGEMENT, LLC · 11 years registered

Brand Profile

Not yet started

Career History

MARTINSEN WEALTH MANAGEMENT

Sep 2024 – present

FIRST ADVISORS NATIONAL, LLC

Jan 2015 – Mar 2025

Chandler, AZ

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · January 7, 2015

Years registered · 11

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MARTINSEN WEALTH MANAGEMENT, LLC

CRD 332433 · SEC 801-130933

AUM

$100M

Regulatory assets under management

Employees

668 client accounts

Services offered by MARTINSEN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MARTINSEN WEALTH MANAGEMENT, LLC →

Introduction

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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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