Unclaimed Profile

Michele L Martin

THE PROSPERITY CONSULTING GROUP, LLC·OWINGS MILLS, Maryland

SIE, Series 7, Series 9, Series 10, Series 24, Series 63, Series 65ChFCClean record11 years registeredTHE PROSPERITY CONSULTING GROUP, LLC

10065 RED RUN BOULEVARD, OWINGS MILLS, MD 21117CRD# 5653595Firm CRD# 133777

Profile Verification

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

Identity

Michele L Martin · OWINGS MILLS, MD

Registration

CRD #5653595 · THE PROSPERITY CONSULTING GROUP, LLC · 11 years registered

Brand Profile

Not yet started

Career History

PROSPERITY - AN EISNERAMPER COMPANY

Aug 2023 – present

ADVISORNET WEALTH PARTNERS

Nov 2016 – Aug 2023

Minneapolis, MN

CETERA ADVISOR NETWORKS LLC

Nov 2016 – Dec 2018

MINNEAPOLIS, MN

TRIAD HYBRID SOLUTIONS, LLC

Dec 2014 – Nov 2016

MINNEAPOLIS, MN

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · December 16, 2014

Years registered · 11

Professional designation · ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE PROSPERITY CONSULTING GROUP, LLC

CRD 133777 · SEC 801-96321

AUM

$2.9B

Regulatory assets under management

Employees

5,322 client accounts

Services offered by THE PROSPERITY CONSULTING GROUP, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at THE PROSPERITY CONSULTING GROUP, LLC →

Introduction

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Frequently Asked Questions

What services does Michele L Martin offer?

Michele L Martin specializes in Financial Planning, Investment Management. Contact their office in OWINGS MILLS, Maryland for a consultation.

What are Michele L Martin's credentials?

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

Where is Michele L Martin located?

Michele L Martin is based in OWINGS MILLS, Maryland, working with THE PROSPERITY CONSULTING GROUP, LLC. Their office serves clients in the OWINGS MILLS metropolitan area and surrounding communities.

How does Michele L Martin charge for services?

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

How large is THE PROSPERITY CONSULTING GROUP, LLC?

THE PROSPERITY CONSULTING GROUP, LLC has approximately 51 employees and manages $2.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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