Unclaimed Profile

Julie D Martinez

BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION·BOULDER, Colorado

SIE, Series 6, Series 63CFPClean record16 years registeredBSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION

2300 BROADWAY STREET, BOULDER, CO 80304CRD# 5605585Firm CRD# 107485

Profile Verification

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

Identity

Julie D Martinez · BOULDER, CO

Registration

CRD #5605585 · BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION · 16 years registered

Brand Profile

Not yet started

Career History

BSW WEALTH PARTNERS

Aug 2015 – present

LPL FINANCIAL LLC

Mar 2013 – Jun 2015

RAPID CITY, SD

PURPLE WEALTH, LLC

Jun 2010 – Jun 2015

RAPID CITY, SD

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Registration record

First registered · June 7, 2010

Years registered · 16

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION

CRD 107485 · SEC 801-45532

AUM

$1.8B

Regulatory assets under management

Employees

3,752 client accounts

Services offered by BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION →

Introduction

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Frequently Asked Questions

What services does Julie D Martinez offer?

Julie D Martinez specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BOULDER, Colorado for a consultation.

What are Julie D Martinez's credentials?

Julie D Martinez holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Julie D Martinez located?

Julie D Martinez is based in BOULDER, Colorado, working with BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION. Their office serves clients in the BOULDER metropolitan area and surrounding communities.

How does Julie D Martinez charge for services?

Julie D Martinez's firm is compensated through percentage of aum, hourly charges, subscription fees, other: travel reimbursement. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION?

BSW WEALTH PARTNERS, INC., A PUBLIC BENEFIT CORPORATION has approximately 29 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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