Investment adviser representative · Martin Financial Management
Therese M. Martin
CRD 1320511 · Itasca, IL
At a glance
Therese M. Martin is an investment adviser representative with Martin Financial Management in Itasca, IL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Therese’s SEC record dates to 2002, about 24 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Martin Financial ManagementSince January 2002Itasca, IL · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2002 (24 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Therese’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.