Unclaimed Profile

Joel T Martin

DENVER MONEY MANAGER, LLC·DENVER, Colorado

Series 7, Series 66Clean record18 years registeredDENVER MONEY MANAGER, LLC

1401 WEWATTA STREET #110, DENVER, CO 80202CRD# 5398554Firm CRD# 106462

Profile Verification

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

Identity

Joel T Martin · DENVER, CO

Registration

CRD #5398554 · DENVER MONEY MANAGER, LLC · 18 years registered

Brand Profile

Not yet started

Career History

FOCUS PARTNERS WEALTH, LLC

Jul 2024 – present

BUCKINGHAM STRATEGIC WEALTH, LLC

Jan 2016 – Nov 2024

Denver, CO

DENVER MONEY MANAGER, LLC

Feb 2011 – Jan 2016

DENVER, CO

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Dec 2007 – Feb 2011

DENVER, CO

Registrations & Exams

FINRA examinations passed

Series 7

Series 66

Registration record

First registered · December 14, 2007

Years registered · 18

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DENVER MONEY MANAGER, LLC

CRD 106462 · SEC 801-21562

AUM

$153M

Regulatory assets under management

Employees

465 client accounts

Services offered by DENVER MONEY MANAGER, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at DENVER MONEY MANAGER, LLC →

Introduction

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Frequently Asked Questions

What services does Joel T Martin offer?

Joel T Martin specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in DENVER, Colorado for a consultation.

What are Joel T Martin's credentials?

Joel T Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel T Martin located?

Joel T Martin is based in DENVER, Colorado, working with DENVER MONEY MANAGER, LLC. Their office serves clients in the DENVER metropolitan area and surrounding communities.

How does Joel T Martin charge for services?

Joel T Martin'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 DENVER MONEY MANAGER, LLC?

DENVER MONEY MANAGER, LLC has approximately 4 employees and manages $153M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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