Gary Martinez
Advisor at Gary M. Martinez
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
Gary Martinez is the sole advisor at Gary M. Martinez, an independent firm based in Mulvane, KS. He holds a Series 63 designation and has 33 years of industry experience, having operated his firm since 1992. The firm primarily serves individual clients and also advises trusts, estates, pension and profit-sharing plans, and corporate accounts. It manages approximately $26.2 million across 88 client relationships, providing discretionary portfolio management and financial planning services that include retirement, education funding, estate, risk-management, and tax planning. The investment approach relies on fundamental research and typically involves individual securities, ETFs, and mutual funds, with a preference for long-term holdings alongside occasional shorter-term trading strategies.
Expertise
Based on Gary M. Martinez
Life insurance needs analysis
Long-term care insurance
Annuities
General retirement planning
Fee options
1.5% annually, negotiable
$150 per hour, negotiable
Location
1100 Se Louis Drive
Mulvane, KS 67110
Most active in
Gary M has reported serving >5 clients in these states in the last 12 months.
Kansas
Work history
Gary M. Martinez
1992 - Present (34 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 active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Michael S
Series 63, Series 66
Rose Hill, KS
Tower Financial Strategies Corp.
Jeremy R
Series 65
Haysville, KS
Summit Wealth LLC
Elijah C
Series 66
Wichita, KS
Legacy Map Design, LLC
Lance R
Series 66
Wichita, KS
Legacy Map Design, LLC
Yezmin T
Series 65
Derby, KS
Plancorp, LLC
Kimberly G
Series 63, Series 66
Derby, KS
UMB Financial Services, Inc.
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