Unclaimed Profile

Martin Floyd Kurtz

THE MARSHALL FINANCIAL GROUP, INC·DOYLESTOWN, Pennsylvania

Series 6, Series 7, Series 63, Series 65Clean record26 years registeredTHE MARSHALL FINANCIAL GROUP, INC

33 WEST COURT STREET, DOYLESTOWN, PA 18901CRD# 1365246Firm CRD# 110935

Profile Verification

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

Identity

Martin Floyd Kurtz · DOYLESTOWN, PA

Registration

CRD #1365246 · THE MARSHALL FINANCIAL GROUP, INC · 26 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: THE MARSHALL FINANCIAL GROUP, INC

THE PLANNING CENTER ADVISORS, INC.

Aug 2010 – Sep 2014

MOLINE, IL

THE PLANNING CENTER ADVISORS, INC.

Jun 2010 – Jul 2010

MOLINE, IL

CMG INVESTMENT ADVISORS, L.L.C.

Jun 2001 – Mar 2008

MOLINE, IL

THE PLANNING CENTER, INC.

Feb 2000 – Feb 2021

MOLINE, IL

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · February 29, 2000

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

THE MARSHALL FINANCIAL GROUP, INC

CRD 110935 · SEC 801-62319

AUM

$779M

Regulatory assets under management

Employees

1,525 client accounts

Services offered by THE MARSHALL FINANCIAL GROUP, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at THE MARSHALL FINANCIAL GROUP, INC →

Introduction

Speak with Martin

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Martin is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in DOYLESTOWN?

Browse all registered financial advisors in DOYLESTOWN, Pennsylvania or claim this profile if it's yours.

Browse DOYLESTOWN Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Martin Floyd Kurtz offer?

Martin Floyd Kurtz specializes in Financial Planning, Investment Management, Wealth Management.

What are Martin Floyd Kurtz's credentials?

Martin Floyd Kurtz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Martin Floyd Kurtz located?

Martin Floyd Kurtz is based in DOYLESTOWN, Pennsylvania, last registered with THE MARSHALL FINANCIAL GROUP, INC.

How does Martin Floyd Kurtz charge for services?

Martin Floyd Kurtz'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 MARSHALL FINANCIAL GROUP, INC?

THE MARSHALL FINANCIAL GROUP, INC has approximately 22 employees and manages $779M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →