Casey Martens
Advisor at InvestGro LLC
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
About
Casey Martens is the sole advisor at InvestGro LLC, holding a Series 65 designation and currently has no industry experience. Martens has been a student since 2015. InvestGro LLC provides discretionary and non-discretionary asset management along with financial planning and consulting services, utilizing fundamental analysis combined with Modern and Post-Modern Portfolio Theory and Monte Carlo techniques. The firm offers a range of engagement options, including hourly and fixed-fee financial planning, in addition to traditional asset-management billing.
Client services
Based on InvestGro LLC
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Based on InvestGro LLC
Cash flow / budgeting
Retirement income strategy
Tax-loss harvesting
Wealth management
Fee options
Full financial plans range from $1,500 to $10,000
$0 - $1,000,000: 1.0% annually $1,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.50% annually
$500 per hour for consultation planning services
Ongoing financial planning at $200 per month billed monthly or quarterly
Fee-only: Hourly financial planning at $500 per hour; fixed fees for full financial plans between $1,500 and $10,000; ongoing financial planning at $200 per month
Location
1982 Providence Pkwy, Suite 257
Mt. Juliet, TN 37122
Most active in
Casey M has reported serving >5 clients in these states in the last 12 months.
Tennessee
Work history
Student
2015 - Present (11 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
William A
Series 66
Nashville, TN
Center Hill Wealth, LLC
Angelo R
Series 63, Series 65
Mount Juliet, TN
Roman Wealth Management, LLC
Shawna M
Series 63, Series 65, Series 66
Mt Juliet, TN
Moore Wealth Partners, LLC
Rohit P
CFA®, Series 66
Nashville, TN
Lotus Asset Management Limited Liability Company
Christian H
Series 66
Nashville, TN
Christian A. Hermo LLC
Matthew J
Series 65
Brentwood, TN
Quants Compete
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