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Trent Martin

Advisor at Foundations Investment Advisors LLC

Updated today

Location

Mount Pleasant, WI 53177

Credentials

Series 65

Industry experience

< 1 year

About

Trent Martin is a financial advisor at Foundations Investment Advisors LLC with a Series 65 designation. He has worked in the industry since 2013, with prior experience at United Advisors, Magellan Financial, and Thrive Wealth Group. In addition to his advisory role, he is involved with Thrive Wealth Group, where he offers life insurance and annuities. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, and businesses. The firm manages portfolios through model allocations and third-party sub-advisers, operating a large network of affiliated offices and licensed representatives.

Client services

Based on Foundations Investment Advisors LLC

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Based on Foundations Investment Advisors LLC

Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Based on Foundations Investment Advisors LLC

Founder/Business Owner Executive

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Fee options

Fixed

Fixed financial planning fees typically range from $100 to $5,000, may go up to $7,500

Percentage

Maximum 2.00% annually

Commissions

Insurance products commissions ranging from 5% to 10%, separate from advisory fees

Project-based

$100-$500 per hour for financial planning services

Other

Account minimum: $5,000 Minimum fee: All accounts assessed a $50 annual administrative and technology fee Fee-only: Financial planning fees range from $100 to $5,000 fixed or $100 to $500 per hour

Location

13200 Globe Dr., Suite #112

Mount Pleasant, WI 53177

Most active in

Illinois · Wisconsin

Work history

Foundations Investment Advisors LLC

2025 - Present (1 year)

Thrive Wealth Group

2022 - Present (4 years)

Magellan Financial

2019 - 2022 (3 years)

United Advisors

2013 - 2019 (6 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Brian S

ChFC®, Series 63, Series 66

Muskego, WI

Selerski Asset Management, LLC

Brian Selerski is a financial advisor at Selerski Asset Management, LLC with 21 years of industry experience. He holds the ChFC® designation and has previously worked at Northwestern Mutual Wealth Management Company and several other firms. Selerski Asset Management is an independent advisory firm managing approximately $30 million for about three dozen clients, including individuals, families, trusts, businesses, and qualified retirement plans. The firm offers financial planning, discretionary investment management, and qualified plan consulting, with a focus on strategic asset allocation and customized portfolios, as well as specialized services in qualified plan and pension consulting under ERISA fiduciary standards.

Wealth management
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Nicholas M

Series 66

Waterford, WI

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Nicholas Mowry is a financial advisor at FIAT LUX Capital Management with five years of industry experience. He holds the Series 66 designation and has worked previously at Lauer Financial Services, MWA Financial Services Inc., and Modern Woodmen of America. Outside of finance, he teaches private music lessons through Nicholas Mowry Music. FIAT LUX Capital Management provides investment management, financial planning, and consultation services to a diverse client base, including individuals, trusts, charitable organizations, small businesses, and several institutional clients such as pension plans and sovereign wealth funds. The firm emphasizes strategic asset allocation and uses a combination of third-party software and custom programming to support client planning and portfolio management.

General retirement planning Medicare planning Social Security optimization College savings (529s, UTMA, etc.) Charitable giving & philanthropy
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Justus M

CFP®, Series 65

Racine, WI

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Justus Morgan is a CFP® with 22 years of industry experience, currently serving as the sole advisor at Financial Justus in Racine, WI. He previously worked for Financial Service Group, Inc. for 22 years before founding Financial Justus in 2025. Financial Justus provides wealth management services to individuals and couples, focusing on comprehensive financial planning, discretionary portfolio management, and optional tax preparation. The firm emphasizes a long-term, portfolio-based investment strategy using low-cost, diversified mutual funds and ETFs, and manages approximately $169 million in assets across about 70 clients.

General retirement planning Income planning General tax planning Cash flow / budgeting College savings (529s, UTMA, etc.)
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Robert H

Series 63, Series 65

Kenosha, WI

RWH Asset Management

Robert Haggarty III is the sole advisor at RWH Asset Management in Kenosha, WI, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has worked at RWH Asset Management since 2013 and has been affiliated with Penvest Securities Inc, Gateway Technical College, Carthage College, and WGTD 91.1 FM for over two decades. Outside of advising, he serves as an expert witness and teaches economics, sociology, psychology, and ethics at local colleges, in addition to working as a sports commentator for radio and TV. RWH Asset Management offers discretionary investment advisory and portfolio management services primarily to individual and high-net-worth clients, tailoring portfolio supervision according to client objectives and risk tolerance. The firm employs a combination of fundamental, technical, and fund analysis, utilizing both long- and short-term trading strategies, including margin and option transactions when authorized.

Options & derivatives strategies Active portfolio management
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William K

Series 65

Kenosha, WI

Life's Sanctuary Financial Planning, LLC

William Kaufmann is a financial advisor at Life's Sanctuary Financial Planning, LLC in Kenosha, WI, holding a Series 65 credential with five years of industry experience. Prior to founding his firm, he worked at Genentech, Inc. for 16 years and served as a Senior Oncology Sales Specialist at Eisai, Inc. outside of his advisory role. Life’s Sanctuary Financial Planning is a registered investment adviser serving individuals, high-net-worth clients, and small businesses. The firm employs a combination of fundamental and technical analysis to manage diversified portfolios primarily composed of equities, mutual funds, ETFs, REITs, limited partnerships, bonds, and occasionally options, with a focus on discretionary management.

Options & derivatives strategies Concentrated stock management
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Christine S

Series 65

Muskego, WI

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Christine Sharratt is a financial advisor at Elevated Private Wealth with a Series 65 designation and three years of industry experience. Prior to joining Elevated Private Wealth, she worked at Purpose Comprehensive Wealth and Tax Airfreight. She is also the owner of Elle Wealth Management, LLC, a non-investment-related business. Elevated Private Wealth provides discretionary and non-discretionary investment management and advisory services to individuals and high net worth clients. The firm employs a flexible, client-specific investment approach that includes asset allocation, dollar-cost averaging, and technical analysis, supported by quarterly reviews and ongoing tax consultation.

Annuities
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