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Kimberly Ann Martin

STRATEGIC WEALTH MANAGEMENT GROUP, INC.·STUART, Florida
Clean recordSTRATEGIC 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.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kimberly Ann Martin is a registered financial advisor based in STUART, Florida, affiliated with STRATEGIC WEALTH MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
STRATEGIC WEALTH MANAGEMENT GROUP, INC.
STRATEGIC WEALTH MANAGEMENT GROUP, INC.
AUM
$136M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STRATEGIC WEALTH MANAGEMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Commissions
Regulatory
SEC/IARD CRD# 1980580
Firm CRD# 113982
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Kimberly Ann Martin offer?
Kimberly Ann Martin specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in STUART, Florida for a consultation.
What are Kimberly Ann Martin's credentials?
Kimberly Ann Martin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kimberly Ann Martin located?
Kimberly Ann Martin is based in STUART, Florida, working with STRATEGIC WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the STUART metropolitan area and surrounding communities.
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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Other Advisors at STRATEGIC WEALTH MANAGEMENT GROUP, INC.

Gene Bradley Goldin
STUART, FL
Amy Duffett Chappel
STUART, FL
C Nall
STUART, FL
Stephen Mark Roegiers
STUART, FL

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