MS
Mark Stephen Martel
CRD 1069926
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Martel Wealth Advisors, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Martel Wealth Advisors, Llc
President/Ceo · 75% or more · Feb 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗