Martin Tadman
Advisor at Cooper McManus
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.
Firm
Cooper McManus
Location
Boise, ID 83713
Credentials
Series 63, Series 66
Industry experience
17 years
About
Martin Tadman is a financial advisor with Cooper McManus in Boise, ID, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked at Cooper McManus since 2013 and was previously with Securities America, Inc. and Cambridge Investment Research, Inc. Tadman is also an independent insurance agent for various companies. Cooper McManus provides investment advisory and financial planning services to individuals, trusts, retirement plans, and businesses. The firm manages approximately $2.56 billion in discretionary assets and employs a tailored investment approach that includes fundamental analysis, multiple asset classes, and the use of sub-advisors.
Client services
Based on Cooper McManus
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Newsletters or periodicals
Educational seminars or workshops
Fee options
Financial Planning flat fees up to $400,000; Retirement Plan Consulting flat fees from $750 to $10,000
Some representatives receive commissions from securities sales and insurance products
Financial Planning up to $1,000/hour; Retirement Plan Consulting up to $250/hour
Account minimum: $5,000 Minimum fee: Financial Planning flat fees up to $400,000; Retirement Plan Consulting flat fees $750 to $10,000
Location
13125 W. Persimmon Lane, Suite 200
Boise, ID 83713
Most active in
Martin T has reported serving >5 clients in these states in the last 12 months.
Idaho · Texas
Work history
Cambridge Investment Research, Inc.
2020 - Present (6 years)
Cooper Mcmanus
2013 - Present (13 years)
Securities America, Inc.
2013 - 2020 (7 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:
Lawyer
They provide legal services, typically billed separately.
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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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.
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