Unclaimed Profile

Martha Ann Curtis

ADVISORS' PRIDE INC.·APPLETON, Wisconsin

SIE, Series 7, Series 24, Series 63CFPClean record17 years registeredADVISORS' PRIDE INC.

100 W. LAWRENCE STREET, APPLETON, WI 54911CRD# 2850021Firm CRD# 170669

Profile Verification

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

Identity

Martha Ann Curtis · APPLETON, WI

Registration

CRD #2850021 · ADVISORS' PRIDE INC. · 17 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: ADVISORS' PRIDE INC.

ADVISORS' PRIDE INC.

Oct 2014 – Mar 2021

MENASHA, WI

LPL FINANCIAL LLC

Sep 2009 – Oct 2015

APPLETON, WI

MUTUAL SERVICE CORPORATION

Jan 2009 – Sep 2009

APPLETON, WI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · January 27, 2009

Years registered · 17

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ADVISORS' PRIDE INC.

CRD 170669 · SEC 801-80479

AUM

$1.3B

Regulatory assets under management

Employees

6,222 client accounts

Services offered by ADVISORS' PRIDE INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Market timing services

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 ADVISORS' PRIDE INC. →

Introduction

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Frequently Asked Questions

What services does Martha Ann Curtis offer?

Martha Ann Curtis specializes in Financial Planning, Investment Management, Wealth Management.

What are Martha Ann Curtis's credentials?

Martha Ann Curtis holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Martha Ann Curtis located?

Martha Ann Curtis is based in APPLETON, Wisconsin, last registered with ADVISORS' PRIDE INC..

How does Martha Ann Curtis charge for services?

Martha Ann Curtis's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitor fees from other registered investment advisors. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ADVISORS' PRIDE INC.?

ADVISORS' PRIDE INC. has approximately 32 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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