Unclaimed Profile

Kimberly Ann Martin

STRATEGIC WEALTH MANAGEMENT GROUP, INC.·STUART, Florida

SIE, Series 7, Series 31, Series 66, Series 99TOChFCClean record25 years registeredSTRATEGIC WEALTH MANAGEMENT GROUP, INC.

701 COLORADO AVENUE, STUART, FL 34994CRD# 1980580Firm CRD# 113982

Profile Verification

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

Identity

Kimberly Ann Martin · STUART, FL

Registration

CRD #1980580 · STRATEGIC WEALTH MANAGEMENT GROUP, INC. · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: STRATEGIC WEALTH MANAGEMENT GROUP, INC.

LPL FINANCIAL LLC

Oct 2023 – May 2025

PALM CITY, FL

REHMANN FINANCIAL

Dec 2015 – Sep 2023

Stuart, FL

STRATEGIC WEALTH MANAGEMENT GROUP, INC.

Dec 2007 – Mar 2016

STUART, FL

FNB BROKERAGE SERVICES, INC.

Nov 2004 – Sep 2007

STUART, FL

MORGAN STANLEY

Jan 2001 – Jan 2003

STUART, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Series 99TO

Registration record

First registered · January 10, 2001

Years registered · 25

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STRATEGIC WEALTH MANAGEMENT GROUP, INC.

CRD 113982 · SEC 801-79333

AUM

$136M

Regulatory assets under management

Employees

420 client accounts

Services offered by STRATEGIC WEALTH MANAGEMENT GROUP, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at STRATEGIC WEALTH MANAGEMENT GROUP, INC. →

Introduction

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Frequently Asked Questions

What services does Kimberly Ann Martin offer?

Kimberly Ann Martin specializes in Financial Planning, Investment Management, Wealth Management.

What are Kimberly Ann Martin's credentials?

Kimberly Ann Martin holds the following professional designations: ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Kimberly Ann Martin located?

Kimberly Ann Martin is based in STUART, Florida, last registered with STRATEGIC WEALTH MANAGEMENT GROUP, INC..

How does Kimberly Ann Martin charge for services?

Kimberly Ann Martin's firm is compensated through percentage of aum, hourly charges, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STRATEGIC WEALTH MANAGEMENT GROUP, INC.?

STRATEGIC WEALTH MANAGEMENT GROUP, INC. has approximately 4 employees and manages $136M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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