Advisors at this firm
Ethan B
Series 65
Tempe, AZ
Martinsen Wealth Management
Ethan Bell is a financial advisor at Martinsen Wealth Management with a Series 65 credential and two years of industry experience. Prior to joining Martinsen, he worked at Adams Wealth Advisors for two years. Outside of financial advising, he trains youth soccer locally several times a month. Martinsen Wealth Management offers investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans, employing model portfolios and direct asset management. The firm provides ancillary services such as estate-planning coordination and credit monitoring, and operates a wrap-fee program in partnership with AE Wealth Management.
Kenneth H
Series 63, Series 65
Tempe, AZ
Martinsen Wealth Management
Kenneth Holmes is a financial advisor with Martinsen Wealth Management, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked with First Advisors National, LLC and FSC Securities Corporation, and has operated Holmes Financial Services since 2009. Outside of advising, he volunteers with the nonprofit Wish For Our Heroes, assisting in building relationships to support active duty military families, and creates educational DIY content through his personal project, Frog IT AZ. Martinsen Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm employs model portfolios and direct asset management, offering additional services such as estate-planning coordination and credit monitoring, with a range of investment strategies including direct indexing and option strategies.
Mark G
Series 63, Series 65
Tempe, AZ
Martinsen Wealth Management
Mark Goaslind is a financial advisor at Martinsen Wealth Management with two years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at First Advisors National, LLC. Outside of his advisory roles, he has been involved with the Church of Jesus Christ of Latter-Day Saints since 2012. Martinsen Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers portfolio management through model portfolios and direct asset management, along with ancillary services such as estate-planning coordination and credit and identity-theft monitoring.
Jeremy V
CFP®, Series 66
Tempe, AZ
Martinsen Wealth Management
Jeremy Vaught is a CFP® professional with nine years of industry experience, currently serving at Martinsen Wealth Management. He has previously worked at Ameriprise Financial Services, The Prudential Insurance Company of America, and First Advisors National. Outside of his advisory role, he is involved in golf equipment sales as a sales associate with 2nd Swing Golf. Martinsen Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers portfolio management through model portfolios and direct asset management, along with estate-planning coordination, credit and identity-theft monitoring, and educational seminars.
Kevin B
Series 63, Series 65
Grand Prairie, TX
Martinsen Wealth Management
Lane M
Series 65
Tempe, AZ
Martinsen Wealth Management
Lane Martinsen is a financial advisor at Martinsen Wealth Management with 11 years of industry experience. He holds a Series 65 designation and previously worked at First Advisors National, LLC for 10 years. Outside of advisory work, Martinsen is the president and owner of M50 Tax Pros, LLC, a tax preparation and filing service. Martinsen Wealth Management serves individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans, providing investment advisory and financial planning services. The firm manages portfolios primarily on a discretionary basis using proprietary and third-party model portfolios and offers additional services such as estate-planning coordination and credit and identity-theft monitoring.
William G
Series 65
Tempe, AZ
Martinsen Wealth Management
William Goaslind is a financial advisor at Martinsen Wealth Management with three years of industry experience. He holds a Series 65 designation and previously worked at First Advisors National, LLC and Blue Cloud Pediatric Surgeries. His background also includes roles in higher education and public service. Martinsen Wealth Management provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, corporations, and retirement plans. The firm offers portfolio management through model portfolios and direct asset management, along with ancillary services such as estate-planning coordination and credit and identity-theft monitoring.