Brian Polk
Advisor at Edward Jones
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.
Expertise
Retirement income strategy
General retirement planning
Wealth management
Work history
Edward Jones
2018 - Present (8 years)
JW Marriott at Desert Ridge
2006 - 2018 (12 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.
Brent H
Series 66
Goodyear, AZ
Edward Jones
Martin Z
Series 63, Series 65
Buckeye, AZ
Merrill
Martin Zaklikowski is a Wealth Management Advisor with Merrill Lynch Wealth Management, bringing over 35 years of experience in financial and wealth management. Since joining Merrill Lynch in 1995, he has specialized in advanced investment strategies, retirement planning, and estate planning. His approach emphasizes a comprehensive understanding of client needs to develop tailored wealth management strategies. He holds a bachelor's degree in Finance and Political Science from Canisius College and is a CERTIFIED FINANCIAL PLANNER® certificant, a designation granted by the Certified Financial Planner Board of Standards, Inc. Martin is a member of the Financial Planning Association (FPA) and the Certified Financial Planner Board of Standards, Inc., and holds the Personal Investment Advisor (PIA) designation. He has also served on the boards of Hopevale, Inc., St. Francis High School, and the Frontier Community Education Advisory Committee. Outside of his professional work, Martin enjoys gardening, music, and spending time with his wife Rebecca and their two children, Adam and Lauren.
Chad S
Series 66
Goodyear, AZ
Edward Jones
Robert E
Series 66
Goodyear, AZ
Edward Jones
Kevin N
Series 63
Sun City, AZ
Edward Jones
Shannon S
Series 66
Peoria, AZ
Edward Jones
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