Kathy Martin (CRD# 5919341) is an Investment Advisor Representative working at Stratos Wealth Partners, Ltd in Wooster, OH and has 1 year of experience in the finance industry.
CRD# 5881829
Northwestern Mutual Investment Services,llc
CRD# 2446519
Pnc Investments
CRD# 4561938
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial LLC | Wooster, OH | Jan 2017 - Current | 7 |
| Stratos Wealth Partners, Ltd | Wooster, OH | Jan 2017 - Current | 7 |
| Voya Financial Advisors | Wooster, OH | Sep 2014 - Jan 2017 | 2 |
| Briggs Financial Group, LLC | Wooster, OH | Feb 2011 - Jan 2017 | 5 |
| Ing Financial Partners, Inc. | Wooster, OH | Jul 2011 - Sep 2014 | 3 |
- OH
- TX
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Total Assets Under Management12,533MILLIONS
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Total Number of Accounts37,396ACCOUNTS
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Average Account Value$335,150
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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